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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-01-2018
- Office Locations
- 2
Office Locations
About Horan Wealth, LLC
HORAN Wealth, LLC is a Cincinnati-area wealth management and financial planning firm serving individuals, families, and business owners. The team provides investment and asset management alongside retirement, estate/tax coordination, insurance planning (life, disability, long-term care), and Social Security guidance, plus employer services like retirement plan consulting, executive benefits, and succession planning. Custody relationships include Schwab and Fidelity/NFS; securities offered via M Holdings Securities, Inc.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TERENCE LEE HORAN
Chief Executive Officer, President
- CRD
- #718264
- Ownership
- 50% but less than 75%
MARK ALLEN BENNETT
PORTFOLIO MANAGER, PRINCIPAL
- CRD
- #1080275
- Ownership
- 10% but less than 25%
Showing 2 of 8 owners & executives
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Richard Owings Bascom
Associate Wealth Advisor
- CRD
- #7953229
PAUL ANTHONY CARL JR.
Retirement Plan Advisor
- CRD
- #6249216
Showing 2 of 24 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,461,000,000 | $524,032 |
| Non-Discretionary | $9,000,000 | $310,345 |
| Total | $1,470,000,000 | $521,832 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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