HORAN CAPITAL ADVISORS, LLC
Adviser information for HORAN CAPITAL ADVISORS, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Ohio, United States |
Employees
Total Number of Employees | 11 |
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Investment Advisory/Research | 4 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 686 | $514.7M |
Non-Discretionary | 33 | $18.9M |
Total | 719 | $533.6M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 82 | $32.0M |
HNW Individuals | 124 | $448.4M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 8 | $17.4M |
Charitable organizations | 1 | $454,581 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 7 | $35.4M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPublication of periodicals or newsletters |
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Compensation | % of AUMFixed fees |
Principal Office
8044 MONTGOMERY RDSUITE 640
CINCINNATI
OH
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: 513-745-0707, Fax: 513-792-5752
Chief Compliance Officer
DAVID I TEMPLETON
PRINCIPAL & PORTFOLIO MANAGER
8044 MONTGOMERY ROAD
SUITE 640
CINCINNATI
OH
United States
Tel:
5135872753
Fax:
5137925748
D*****@***********************M
(Full email address available in API data)
Regulatory Contact
CONNIE GROSSER
CCO
8044 MONTGOMERY ROAD
SUITE 640
CINCINNATI
OH
United States
Tel:
5135872735
C******@**************M
(Full email address available in API data)
Industry Affiliates
HORAN WEALTH MANAGEMENT | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial planners |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
TEMPLETON, DAVID, IAN | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2017 | 25-50% |
BENNETT, MARK, ALLEN | Individual | – | VICE PRESIDENT | 04/2017 | 25-50% |
HORAN, TERENCE, LEE | Individual | – | PRESIDENT | 02/2019 | < 5% |
POELLEIN, TODD, ALAN | Individual | – | SENIOR PORTFOLIO MANAGER | 01/2021 | 5-10% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 6th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ABBOTT LABS | COM | 3M | 32K | HORAN Capital Advisors |
ABBVIE INC | COM | 3M | 18K | HORAN Capital Advisors |
ACCENTURE PLC IRELAND | SHS CLASS A | 4M | 12K | HORAN Capital Advisors |
ADOBE INC | COM | 3M | 5K | HORAN Capital Advisors |
AFLAC INC | COM | 603K | 7K | HORAN Capital Advisors |
AIR PRODS & CHEMS INC | COM | 3M | 11K | HORAN Capital Advisors |
ALPHABET INC | CAP STK CL A | 10M | 54K | HORAN Capital Advisors |
ALPHABET INC | CAP STK CL C | 734K | 4K | HORAN Capital Advisors |
AMAZON COM INC | COM | 1M | 7K | HORAN Capital Advisors |
AMGEN INC | COM | 4M | 13K | HORAN Capital Advisors |
APPLE INC | COM | 17M | 82K | HORAN Capital Advisors |
AUTOMATIC DATA PROCESSING IN | COM | 3M | 14K | HORAN Capital Advisors |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 5M | 13K | HORAN Capital Advisors |
BORGWARNER INC | COM | 3M | 87K | HORAN Capital Advisors |
BROADCOM INC | COM | 10M | 6K | HORAN Capital Advisors |
CARPENTER TECHNOLOGY CORP | COM | 208K | 2K | HORAN Capital Advisors |
CATERPILLAR INC | COM | 313K | 941 | HORAN Capital Advisors |
CHEVRON CORP NEW | COM | 647K | 4K | HORAN Capital Advisors |
CINCINNATI FINL CORP | COM | 540K | 5K | HORAN Capital Advisors |
CINTAS CORP | COM | 403K | 575 | HORAN Capital Advisors |
CISCO SYS INC | COM | 375K | 8K | HORAN Capital Advisors |
CITIZENS FINL GROUP INC | COM | 3M | 76K | HORAN Capital Advisors |
COCA COLA CO | COM | 326K | 5K | HORAN Capital Advisors |
COMCAST CORP NEW | CL A | 3M | 87K | HORAN Capital Advisors |
COSTCO WHSL CORP NEW | COM | 636K | 748 | HORAN Capital Advisors |
CROWN CASTLE INC | COM | 3M | 31K | HORAN Capital Advisors |
CVS HEALTH CORP | COM | 2M | 39K | HORAN Capital Advisors |
DEERE & CO | COM | 211K | 566 | HORAN Capital Advisors |
DIAGEO PLC | SPON ADR NEW | 2M | 16K | HORAN Capital Advisors |
DISNEY WALT CO | COM | 415K | 4K | HORAN Capital Advisors |
DUKE ENERGY CORP NEW | COM NEW | 211K | 2K | HORAN Capital Advisors |
EATON CORP PLC | SHS | 274K | 875 | HORAN Capital Advisors |
ELI LILLY & CO | COM | 679K | 750 | HORAN Capital Advisors |
EOG RES INC | COM | 3M | 21K | HORAN Capital Advisors |
EXXON MOBIL CORP | COM | 771K | 7K | HORAN Capital Advisors |
FISERV INC | COM | 4M | 28K | HORAN Capital Advisors |
GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 463K | 4K | HORAN Capital Advisors |
GOLDMAN SACHS GROUP INC | COM | 218K | 483 | HORAN Capital Advisors |
HARTFORD FINL SVCS GROUP INC | COM | 349K | 3K | HORAN Capital Advisors |
HERSHEY CO | COM | 306K | 2K | HORAN Capital Advisors |
HILLENBRAND INC | COM | 836K | 21K | HORAN Capital Advisors |
HOME DEPOT INC | COM | 4M | 13K | HORAN Capital Advisors |
HONEYWELL INTL INC | COM | 355K | 2K | HORAN Capital Advisors |
ILLINOIS TOOL WKS INC | COM | 4M | 16K | HORAN Capital Advisors |
INNOVATOR ETFS TRUST | US EQTY PWR BUF | 723K | 19K | HORAN Capital Advisors |
INVESCO QQQ TR | UNIT SER 1 | 299K | 625 | HORAN Capital Advisors |
ISHARES GOLD TR | ISHARES NEW | 663K | 15K | HORAN Capital Advisors |
ISHARES INC | MSCI EMRG CHN | 651K | 11K | HORAN Capital Advisors |
ISHARES TR | CORE S&P MCP ETF | 21M | 356K | HORAN Capital Advisors |
ISHARES TR | CORE S&P500 ETF | 2M | 3K | HORAN Capital Advisors |
ISHARES TR | CORE S&P SCP ETF | 618K | 6K | HORAN Capital Advisors |
ISHARES TR | MSCI USA QLT FCT | 443K | 3K | HORAN Capital Advisors |
ISHARES TR | MSCI EAFE ETF | 429K | 5K | HORAN Capital Advisors |
ISHARES TR | NATIONAL MUN ETF | 426K | 4K | HORAN Capital Advisors |
ISHARES TR | RUSSELL 2000 ETF | 255K | 1K | HORAN Capital Advisors |
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 844K | 17K | HORAN Capital Advisors |
JOHNSON & JOHNSON | COM | 3M | 18K | HORAN Capital Advisors |
JPMORGAN CHASE & CO. | COM | 7M | 35K | HORAN Capital Advisors |
KEURIG DR PEPPER INC | COM | 2M | 69K | HORAN Capital Advisors |
LOWES COS INC | COM | 538K | 2K | HORAN Capital Advisors |
MASTERCARD INCORPORATED | CL A | 326K | 739 | HORAN Capital Advisors |
MDU RES GROUP INC | COM | 251K | 10K | HORAN Capital Advisors |
MERCK & CO INC | COM | 5M | 40K | HORAN Capital Advisors |
MICROSOFT CORP | COM | 17M | 37K | HORAN Capital Advisors |
NETFLIX INC | COM | 445K | 660 | HORAN Capital Advisors |
NEXTERA ENERGY INC | COM | 3M | 47K | HORAN Capital Advisors |
NORFOLK SOUTHN CORP | COM | 420K | 2K | HORAN Capital Advisors |
NORTHROP GRUMMAN CORP | COM | 3M | 7K | HORAN Capital Advisors |
NVIDIA CORPORATION | COM | 207K | 2K | HORAN Capital Advisors |
OAKTREE SPECIALTY LENDING CO | COM | 221K | 12K | HORAN Capital Advisors |
PALO ALTO NETWORKS INC | COM | 2M | 6K | HORAN Capital Advisors |
PAYPAL HLDGS INC | COM | 2M | 30K | HORAN Capital Advisors |
PEPSICO INC | COM | 747K | 5K | HORAN Capital Advisors |
PFIZER INC | COM | 202K | 7K | HORAN Capital Advisors |
PRICE T ROWE GROUP INC | COM | 2M | 19K | HORAN Capital Advisors |
PROCTER AND GAMBLE CO | COM | 4M | 26K | HORAN Capital Advisors |
QUALCOMM INC | COM | 7M | 35K | HORAN Capital Advisors |
RTX CORPORATION | COM | 289K | 3K | HORAN Capital Advisors |
SCHWAB CHARLES CORP | COM | 3M | 43K | HORAN Capital Advisors |
SCHWAB STRATEGIC TR | US BRD MKT ETF | 10M | 154K | HORAN Capital Advisors |
SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 7M | 122K | HORAN Capital Advisors |
SCHWAB STRATEGIC TR | INTL EQTY ETF | 2M | 45K | HORAN Capital Advisors |
SCHWAB STRATEGIC TR | INTL SCEQT ETF | 2M | 45K | HORAN Capital Advisors |
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 414K | 16K | HORAN Capital Advisors |
SELECT SECTOR SPDR TR | TECHNOLOGY | 209K | 925 | HORAN Capital Advisors |
SHELL PLC | SPON ADS | 3M | 39K | HORAN Capital Advisors |
SPDR S&P 500 ETF TR | TR UNIT | 4M | 7K | HORAN Capital Advisors |
STARBUCKS CORP | COM | 238K | 3K | HORAN Capital Advisors |
TARGET CORP | COM | 2M | 16K | HORAN Capital Advisors |
THE CIGNA GROUP | COM | 504K | 2K | HORAN Capital Advisors |
THERMO FISHER SCIENTIFIC INC | COM | 4M | 7K | HORAN Capital Advisors |
THOMSON REUTERS CORP. | COM | 339K | 2K | HORAN Capital Advisors |
TJX COS INC NEW | COM | 5M | 43K | HORAN Capital Advisors |
TRANE TECHNOLOGIES PLC | SHS | 6M | 19K | HORAN Capital Advisors |
TRANSDIGM GROUP INC | COM | 204K | 160 | HORAN Capital Advisors |
UNION PAC CORP | COM | 248K | 1K | HORAN Capital Advisors |
UNITED PARCEL SERVICE INC | CL B | 3M | 23K | HORAN Capital Advisors |
UNITEDHEALTH GROUP INC | COM | 538K | 1K | HORAN Capital Advisors |
US BANCORP DEL | COM NEW | 1M | 30K | HORAN Capital Advisors |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 2M | 5K | HORAN Capital Advisors |
VANGUARD INDEX FDS | GROWTH ETF | 437K | 1K | HORAN Capital Advisors |
VANGUARD INDEX FDS | REAL ESTATE ETF | 268K | 3K | HORAN Capital Advisors |
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 2M | 21K | HORAN Capital Advisors |
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 418K | 5K | HORAN Capital Advisors |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 290K | 6K | HORAN Capital Advisors |
VERIZON COMMUNICATIONS INC | COM | 4M | 90K | HORAN Capital Advisors |
VICTORY PORTFOLIOS II | CORE INTERMEDIAT | 9M | 202K | HORAN Capital Advisors |
VISA INC | COM CL A | 3M | 11K | HORAN Capital Advisors |
WALMART INC | COM | 5M | 78K | HORAN Capital Advisors |
WASTE MGMT INC DEL | COM | 438K | 2K | HORAN Capital Advisors |
WILLIAMS COS INC | COM | 6M | 144K | HORAN Capital Advisors |
WP CAREY INC | COM | 1M | 23K | HORAN Capital Advisors |
ZIMMER BIOMET HOLDINGS INC | COM | 225K | 2K | HORAN Capital Advisors |