# HORAN CAPITAL ADVISORS, LLC

HORAN CAPITAL ADVISORS, LLC of CINCINNATI, OH is an SEC-registered investment adviser.

## Registration

- CRD: 152888
- Type: SEC-registered investment adviser
- SEC file number: 801-77575
- Location: 8044 MONTGOMERY RD, SUITE 640, CINCINNATI, OH, 45236
- Phone: 513-745-0707
- Latest filing: 2025-03-30
- Regulatory AUM: $595.9M
- Discretionary AUM: $553.9M
- Non-discretionary AUM: $42.0M
- Clients: 14
- Accounts: 748

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Corporations

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| Terence Lee Horan | PRESIDENT | — |
| David Ian Templeton | CHIEF COMPLIANCE OFFICER | — |
| Mark Allen Bennett | VICE PRESIDENT | — |
| Todd Alan Poellein | SENIOR PORTFOLIO MANAGER | — |
| MILLER WILLIAM THOMAS | VICE PRESIDENT | — |
| MILLER TERRI T | VICE PRESIDENT | — |
| BENNETT RICHARD ALLEN | PRINCIPAL; VICE PRESIDENT | — |
| CHAPMAN SUZANNE ELIZABETH | CHIEF COMPLIANCE OFFICER; COMPLIANCE MANAGER | — |
| HORAN TERENCE LEE | CEO; PRESIDENT | — |
| REILLY NICHOLAS CONNOR | MEMBER; PRINCIPAL; PRINCIPAL & PRESIDENT | — |
| TEMPLETON DAVID IAN | CHIEF COMPLIANCE OFFICER; PRINCIPAL; PRINCIPAL & CHIEF COMPLIANCE OFFICER (+3 more) | — |
| TRAGESSER MICHAEL E | CHIEF COMPLIANCE OFFICER | — |
| KREBS KURT B | CHIEF FINANCIAL OFFICER | — |
| HENDRICKS JAMES ROBERT | CHIEF FINANCIAL OFFICER | — |
| FERRELL AMANDA ELIZABETH | CHIEF COMPLIANCE OFFICER | — |
| SHOEMAKE THOMAS ALLEN | CHIEF COMPLIANCE OFFICER | — |
| POELLEIN TODD ALAN | SENIOR PORTFOLIO MANAGER | — |


## Disclosures (1)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152888/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152888/similar
- Related entities: https://search.stillhousedata.com/firm/152888/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152888

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.