CRD: 119880
Horter Investment Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Axos ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-26-2006
- Office Locations
- 20
Office Locations
About Horter Investment Management, LLC
Horter Investment Management is a homegrown Cincinnati, Ohio RIA focused on managed-risk, tactical portfolio management. The team builds custom portfolios using stocks, bonds and mutual funds, actively monitoring and adjusting to help reduce the impact of market swings. Advisors also support 401(k) investors using self-directed brokerage accounts. Founded by Drew Horter after the 1987 crash with an emphasis on protecting client assets.
Reported data analysis
What the numbers show
Between November 7, 2025 and August 6, 2026, reported AUM increased 13.1%, from $278.0M to $314.5M.
Across 5 reported observations, AUM decreased 11.2% between June 24, 2022 and August 6, 2026, from $354.3M to $314.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 29 advisory representatives and 1,337 clients, or 46.1 clients per representative. That equates to $235.2K in reported AUM per client.
The profile lists 20 reported office locations and 20 years in operation. The source data was last updated on August 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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- CRM
- Custodian
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Owner & Executives
DREW KENT HORTER
Chief Executive Officer, Managing Member, President
- CRD
- #1049771
- Ownership
- 75% or more
Kevin Craig Hetzer
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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JULIE LYNN AHRENS
--
- CRD
- #1562156
Barry Daniel Bayles
Partner
- CRD
- #6960813
Showing 2 of 30 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $314,499,558 | $136,977 |
| Non-Discretionary | $0 | -- |
| Total | $314,499,558 | $136,977 |
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Separately Managed Accounts
SMA allocation detail is available
Horter Investment Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.