# HORAN WEALTH, LLC

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

## Registration

- CRD: 333974
- Type: SEC-registered investment adviser
- SEC file number: 801-132367
- Location: 8044 MONTGOMERY RD,, STE 640, CINCINNATI, OH, 45236
- Phone: 513-745-0707
- Latest filing: 2026-06-26
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.5B
- Non-discretionary AUM: $9.0M
- Clients: 32
- Accounts: 2,817

## Business model

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

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Michael Reynolds | CHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICER | Charleston, SC |
| Terence Lee Horan | PRESIDENT, CHIEF EXECUTIVE OFFICER | — |
| Michael Dunlap Napier | MANAGING PARTNER | — |
| David Ian Templeton | PRINCIPAL & CHIEF INVESTMENT OFFICER; PRINCIPAL & PORTFOLIO MANAGER | — |
| Mark Allen Bennett | PRINCIPAL & PORTFOLIO MANAGER | — |
| Todd Alan Poellein | PRINCIPAL & PORTFOLIO MANAGER | — |
| Gregory Leo Hoernschemeyer | SENIOR VICE PRESIDENT; VICE PRESIDENT | — |
| Connie Sue Grosser | CHIEF COMPLIANCE OFFICER | — |
| Michael Jason Reynolds | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/333974/brochure
- Similar advisers: https://search.stillhousedata.com/firm/333974/similar
- Related entities: https://search.stillhousedata.com/firm/333974/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/333974

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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.