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
Fiscal Year End DECEMBER
Legal Location Ohio, United States

Employees

Total Number of Employees 11
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
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
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-77575
SEC ERA File Number 801-77575
SEC CIK Numbers 1584086
SEC CRD Numbers 152888
Legal Entity Identifier None

Principal Office

8044 MONTGOMERY RD
SUITE 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
(Full email address available in API data)

Regulatory Contact

CONNIE GROSSER
CCO
8044 MONTGOMERY ROAD
SUITE 640
CINCINNATI
OH
United States
Tel: 5135872735
(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
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

20100201920202021202220232024202510 on 4/12/201910 on 4/18/201910 on 9/20/201910 on 11/25/201910 on 2/7/202010 on 3/30/202010 on 6/30/202011 on 3/30/202111 on 1/27/20226 on 3/30/20226 on 3/30/202210 on 3/29/202310 on 3/29/202310 on 3/30/202310 on 4/2/202310 on 11/10/202311 on 3/28/202411 on 3/28/2024

RAUM, Historic

600M300M02019202020212022202320242025353001842 on 4/12/2019353001842 on 4/18/2019353001842 on 9/20/2019353001842 on 11/25/2019353001842 on 2/7/2020333217445 on 3/30/2020333217445 on 6/30/2020385498697 on 3/30/2021385498697 on 1/27/2022412661861 on 3/30/2022412661861 on 3/30/2022483464413 on 3/29/2023483464413 on 3/29/2023483464413 on 3/30/2023483464413 on 4/2/2023483464413 on 11/10/2023533606123 on 3/28/2024533606123 on 3/28/2024

No. Clients, Historic

30015002019202020212022202320242025294 on 4/12/2019294 on 4/18/2019294 on 9/20/2019294 on 11/25/2019294 on 2/7/2020170 on 3/30/2020170 on 6/30/2020192 on 3/30/2021192 on 1/27/2022221 on 3/30/2022221 on 3/30/2022270 on 3/29/2023270 on 3/29/2023270 on 3/30/2023270 on 4/2/2023270 on 11/10/2023222 on 3/28/2024222 on 3/28/2024

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