# Horan Wealth

Horan Wealth is a Multi Family Office based in Cincinnati, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Cincinnati, United States
- **Region:** North America
- **Address:** Cincinnati, OH, United States
- **Founded:** 1948
- **Assets under management:** 1449 (Altss estimate)
- **Website:** horanwealth.com
- **LinkedIn:** https://www.linkedin.com/company/horan-wealth

## Regulatory record

- **CRD number:** 333974
- **SEC file number:** 801-132367
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-06T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333974

## About

Horan Wealth was founded in 1948 by the Horan family. The firm provides wealth management, estate and retirement planning, life and disability insurance, and corporate benefit consulting. It operates as a multi-family office and participates in the M Financial network for product access. Confirmed activity includes the 2023 sale of its employee benefits division to Hub International. Operations remain concentrated in North America with offices in Ohio and Kentucky. The firm employs an integrated planning model that combines investment management with insurance and benefits services. Terence L. Horan holds the roles of President, CEO, and majority shareholder. An additional office operates in Ft. Mitchell, Kentucky. The firm supports the HORAN Scholarship Fund and maintains corporate partnerships with the Goering Center for Family & Private Business since 2010. Horan Wealth functions as a multi-family office that retains direct ties to an operating insurance and benefits business. This structure supplies both client relationships and product capabilities not typical of pure investment offices.

## Sectors

- Wealth Management

## Offices

- Ft. Mitchell, KY, United States

## People

- Terence L. Horan — President and CEO

## Questions

### Who runs investment decisions at Horan Wealth?

Terence L. Horan serves as President and CEO and holds majority ownership.

### Does Horan Wealth participate in external networks?

Horan Wealth is a member firm of the M Financial network and a corporate partner of the Goering Center for Family & Private Business since 2010.

### What geographic footprint does Horan Wealth maintain?

The firm is headquartered in Cincinnati, Ohio, and maintains an office in Ft. Mitchell, Kentucky.

## Related profiles

- [Auxano Advisors](https://altss.com/profile/auxano-advisors-llc)
- [Curated Wealth Partners](https://altss.com/profile/curated-wealth-partners)

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Last updated: 2026-08-10T15:58:45.833Z

Canonical page: https://altss.com/profile/horan-wealth

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology