Horan Capital Advisors, LLC

SEC-regulated
Registered investment advisor
Horan Capital Advisors, LLC is an SEC-registered Investment Adviser offering investment advisory services to retail investors, including comprehensive portfolio management and Financial Planning & Consulting. Clients can opt for discretionary or non-discretionary accounts, with investment advice covering a range of options like stocks, bonds, mutual funds, and ETFs. The firm generally requires a minimum of $500,000 in investable assets for Asset Management Services, but this may be negotiable based on client needs. Horan Capital Advisors operates under a fiduciary standard, monitoring portfolios and disclosing any conflicts of interest. Fees for Asset Management Services range from 0.75% to 1.25% and are based on the amount of assets in the account. Clients may also incur custodian fees and other charges. The firm emphasizes transparency and encourages clients to understand all fees and costs involved. Horan Capital Advisors discloses potential conflicts of interest, such as fee-sharing arrangements with affiliated entities. Financial professionals are compensated based on the firm's revenue from advisory services and client assets serviced. The firm has no reported legal or disciplinary history. Clients can access additional information on the firm's advisory services through their website or by contacting the Chief Compliance Officer.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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