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| Keyboard |
| Horter Investment Management LLC
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|---|---|
| CRD # | 119880 |
| SEC # | 801-67471 |
| CIK # | |
| AUM | 314.5 M (2026-04-08) |
| Employees | 43 (67% Investors, 0% Brokers) |
| Phone | 513-984-9933 |
| Address | 11726 Seven Gables Rd Cincinnati, OH 45249 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,218 | 0.2 |
| (b) Individuals (high net worth individuals) | 74 | 0.1 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 15 | 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 | 22 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,296 | 0.3 |
| By Discretionary | ||
| Discretionary | 2,296 | 0.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,296 | 0.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.3 | |
| Total | 2,296 | 0.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.9B |
| Serves | Institutional, Retail, Research |
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