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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between September 8, 2025 and June 26, 2026, reported AUM increased 1.4%, from $1.4B to $1.5B.
Of the latest reported AUM, 99.4% is discretionary and 0.6% is non-discretionary.
The firm reports 20 advisory representatives and 1,436 clients, or 71.8 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 2 reported office locations and 7 years in operation. The source data was last updated on June 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Horan Wealth, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Horan Wealth, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Horan Wealth, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.