Horter Investment Management, LLC
Horter Investment Management, LLC is an SEC-registered mass-market adviser in Cincinnati, OH with $314.5M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Horter Investment Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 119880, SEC 801-67471, data through 2026-04-08.
- AUM (assets under management / regulatory AUM)
- $314.5M (2026-04-08)
- Firm type
- Mass-Market Adviser
- Location
- Cincinnati, OH
- Employees
- 43
- Clients
- 1,322
- CRD
- 119880
- Ownership
- HORTER, DREW, KENT; HORTER, KIRK; HELMES, JUDITH; KOHLER, CHAD, M; HELMES, JUDITH, L
How much AUM does Horter Investment Management, LLC have?
Horter Investment Management, LLC reported $314.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-08).
Who owns Horter Investment Management, LLC?
Disclosed owners and executives of Horter Investment Management, LLC include HORTER, DREW, KENT, HORTER, KIRK, HELMES, JUDITH, KOHLER, CHAD, M, HELMES, JUDITH, L. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.