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President, Chief Executive Officer · Horan Wealth, LLC

Terence L. Horan

CRD 718264 · Named on Form ADV at one SEC-registered adviser

At a glance

Horan Wealth, LLC, an SEC-registered wealth manager based in Cincinnati, OH with $1.5 billion in regulatory assets, lists Terence L. Horan on its Form ADV as President, Chief Executive Officer, a control person.

Firms and roles

  • Horan Wealth, LLCPresident, Chief Executive OfficerWealth manager · Cincinnati, OH · $1.5B in regulatory assets

AtlasMembers

Terence’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 the firm
Locked
Control-person status
1 firmLocked
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 (7)

2 more people named with Terence on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

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