HORAN WEALTH, LLC

CRD

333974

SEC file #

801-132367

EIN

000000000

DBA names

—

Economics

AUM

$1.47B

AUM band

$1B+

AUM trajectory

'25 · $1.45B

'26 · $1.47B

'25'26

$1.45B → $1.47B▲ +1%

sec adv history

Client mix

Individuals Other	955
Individuals High Net Worth	453
Charitable Organizations	17
Corporations	7
Pension Profit Sharing Plans	4

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 22 advisors

'26 · 20 advisors

'25'26

22 advisors → 20 advisors▼ -9%

sec adv history

Primary office

CINCINNATI OH

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/24/2026

ADV-W filed at

—

Website

horanwealth.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

HORAN, TERENCE, LEE

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

HORAN, TERENCE, LEE

BENNETT, MARK, ALLEN

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

HORANWEALTH.COM

Rdap Domain Creation Date

2011-01-28T16:10:17Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002072569

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2025-08-06

Edgar Last Filing Date

2026-05-08

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-08

Accession0002072569-26-000003

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.2486

Soi Zip Pct 200k Plus

0.0682

Soi Zip Returns 200k Plus

870

Soi Zip Total AGI

1,224,226

Fdic Zip Total Deposits

28,804,444,000

Fdic Zip Branch Count

540

Fdic Zip Top Banks

PNC Bank, National Association

Fifth Third Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (28)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
Fidelity	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

8044 MONTGOMERY RD., STE 640CINCINNATI, OH 45236

Business

8044 MONTGOMERY RD., STE 640CINCINNATI, OH 45236

Edgar EIN

000000000

Edgar Recent Filings

13F-HR2026-05-08 · 0002072569-26-000003

N-PX2026-03-03 · 0002072569-26-000002

Fdic Zip Branches Raw

Society National BankCincinnati, OH

Kenwood Savings and Loan AssociationCincinnati, OH

Fdic Zip HHI

796.99

Fdic Zip Top Bank Share Pct

19.11

Fdic Zip Year

2025

Fee Schedule

Bracket I	48
Bracket Ix	44
Bracket Vi	3
Bracket Xi	3
Bracket Iii	1

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2030-01-28T16:10:17Z

Rdap Domain Last Changed

2025-01-14T17:51:58Z

Rdap Nameservers

Ns67.domaincontrol.comNs68.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	34,013
Returns	2,710

Stub 2

AGI	111,704
Returns	2,960

Stub 3

AGI	150,054
Returns	2,430

Soi Zip Total Business Income

30,059

Soi Zip Total Cap Gains

78,733

Soi Zip Total Dividends

42,738

Soi Zip Total Returns

12,750

Top Owner CRD

718264

Trust Company Affiliate