Horan Capital Management,LLC is a large advisory firm based in Hunt Valley. It manages $574.98 million of regulatory assets for 1,422 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Alabama, California, Colorado, and 23 other states.
Horan Capital Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for approximately 725 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Horan Capital Management,LLC is $574.98 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 204% since the beginning of its operation, and $8.84 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Horan Capital Management,LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Horan Capital Management is high net worth individuals with 185 clients and $363.76 million of assets under management. Among the 7 most similar advisory firms, Horan Capital Management has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $570.54 million for 722 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Horan Capital Management doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Horan Capital Management,LLC performs its advisory services is located at 20 Wight Avenue, Hunt Valley, MD 21030, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 410-494-4380 or by fax 410-785-1005. The normal business hours are 8:30a.m. to 4:30p.m. on Monday - Friday. You can find more information about the New York firm at horancm.com.