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President/ceo/managing Member · Horter Investment Management, LLC

Drew K. Horter

CRD 1049771 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Horter Investment Management, LLC, an SEC-registered wealth manager based in Cincinnati, OH with $314 million in regulatory assets, lists Drew K. Horter on its Form ADV as President/ceo/managing Member, a control person. The SEC filings also name Drew at 1 other registered adviser.

Firms and roles

AtlasMembers

Drew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Drew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.