HORAN CAPITAL ADVISORS, LLC of CINCINNATI, OH is an SEC-registered investment adviser (CRD 152888). Regulatory assets under management: $595.9M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Corporations.
| 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 | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |