|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Horan Securities Inc
✚
|
|
|---|---|
| CRD # | 40794 |
| SEC # | 801-107181 |
| CIK # | 0001671623 |
| AUM | $698.2 M (2025-03-29) |
| Employees | 27 (37% Investors, 85% Brokers) |
| Phone | 513-745-0707 |
| Address | 8044 Montgomery Rd Cincinnati, OH 45236 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 10.8 | ||
| Apple Inc | 4.6 | ||
| Microsoft Corp | 3.4 | ||
| Nvidia Corp | 2.6 | ||
| General Electric Co | 2.3 | ||
| J P Morgan Chase & Co | 1.6 | ||
| Eaton Corp Ltd | 1.5 | ||
| Broadcom Inc | 1.2 | ||
| Lockheed Martin Corp | 1.2 | ||
| LCNB Corp | 1.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,200 | 293.4 |
| (b) Individuals (high net worth individuals) | 275 | 385.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 2.2 |
| (h) Charitable organizations | 2 | 17.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,245 | 698.2 |
| By Discretionary | ||
| Discretionary | 2,238 | 697.0 |
| Non-Discretionary | 7 | 1.2 |
| Total | 2,245 | 698.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 698.2 | |
| Total | 2,245 | 698.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001671623] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Horan Securities Inc
✚
|
OH | 0.7 |
|
Horan Capital Advisors LLC
✚
|
OH | 0.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Carolina Wealth Management Inc
✚
|
NC | 0.7 |
|
Nelson Capital Management LLC
✚
|
CA | 0.7 |
|
FSA Investment Group LLC
✚
|
FL | 0.7 |
|
Dahring Cusmano LLC
✚
|
MI | 0.7 |
|
Kelman Lazarov Inc
✚
|
TN | 0.7 |
|
Baron Wealth Management LLC
✚
|
MI | 0.7 |
|
PSI Advisors LLC
✚
|
FL | 0.7 |
|
MELD Financial Inc
✚
|
AL | 0.7 |
|
Westhill Financial Advisors Inc
✚
|
CA | 0.7 |
|
Level Financial Advisors Inc
✚
|
NY | 0.7 |