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HORAN WEALTH, LLC

CINCINNATI, OH · CRD 333974 · IAPD ↗ · horanwealth.com · 513-745-0707

$1.47BRegulatory AUM
20Advisory reps
32Employees
0Clients
101-250Planning clients
0Private funds
35States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
April 2026 — HORAN WEALTH, LLC reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
December 2025 — HORAN WEALTH, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
August 2025 — HORAN WEALTH, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
August 2025 — HORAN WEALTH, LLC now reports custody of client assets ($286.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
April 2025 — HORAN WEALTH, LLC (CINCINNATI, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 19 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.