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Horan Capital Management is a d/b/a of, and investment advisory services are offered through, Connectus Wealth, LLC, an investment adviser registered with the United States Securities and Exchange Commission (SEC). Registration with the SEC or any state securities authority does not imply a certain level of skill or training.
https://whalewisdom.com/filer/horan-capital-management
Horan Capital Management is based out of Hunt Valley. Horan Capital Management is a large advisory firm with 694 clients and discretionary assets under management (AUM) of $723,364,700 (Form ADV from 2020-05-13). Whalewisdom has at least 71 13F filings. Summary. Holdings.
https://www.horancm.com/client-login
Horan Capital Management is a d/b/a of, and investment advisory services are offered through, Connectus Wealth, LLC, an investment adviser registered with the United States Securities and Exchange Commission (SEC). Registration with the SEC or any state securities authority does not imply a certain level of skill or training.
Financial Planning. We get to know you beyond just the number of assets in your portfolio by taking a vested interest in you and your long-term financial goals. Financial Planning Learn More. Life, Disability & Long Term Care Insurance. You can’t predict the future, but you can better plan and prepare for it.
https://whalewisdom.com/filer/horan-capital-advisors-llc
Horan Capital Advisors is a large advisory firm with 192 clients and discretionary assets under management (AUM) of $385,280,997 (Form ADV from 2021-03-30). Their last reported 13F filing for Q2 2021 included $221,612,000 in managed 13F securities and a top 10 holdings concentration of 39.62%.
https://reports.adviserinfo.sec.gov/reports/ADV/106415/PDF/106415.pdf
Normal business hours at this location: 8:30A.M. TO 4:30P.M. (3) Telephone number at this location: 410-494-4380 (4) Facsimile number at this location, if any: 410-785-1005 (5) What is the total number of offices, other than your principal office and place of business , at which you conduct investment advisory business as of the end of your most
https://relationshipscience.com/person/patrick-joseph-horan-3310337
Horan Capital Management (HCM) provides investment supervisory services on a discretionary basis to portfolios of mutual funds, closed end funds, stocks, bonds, government securities and REITs. The firm evaluates each client’s investments to determine whether they correspond with his/her financial objectives.
http://www.runfromtheherd.com/?page_id=10
Patrick launched Horan & Associates Financial Advisors in 1995 when 98% of his existing clients transferred their assets to the new firm. In January 2005, the firm name was changed to Horan Capital Management, LLC, to better describe the services that we provide.
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https://www.acumenbusinesssolutions.net/patrick-horan-bio-2/
Sold Horan Capital Management to business partner of 22 years and retired to the Florida Keys at the age of 56. Sale occurred three years ahead of planned retirement for the projected price. Over the course of his career in financial services, Patrick won a variety of accolades, including being named one of the top independent financial ...
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