Inactive

David Ian Templeton

Horan Wealth, LLC

CRD 5806120

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Employer firm

Horan Wealth, LLC CRD 333974

$1.47B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Periodicals / newsletters
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Horan Wealth, Llc

8044 Montgomery Rd, Ste 640, Cincinnati, OH 45236 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-07-28
KY	RA	APPROVED	2025-05-12
OH	RA	APPROVED	2025-05-12
TX	RA	APPROVED	2025-05-12

FL RA
APPROVED

Since 2025-07-28
KY RA
APPROVED

Since 2025-05-12
OH RA
APPROVED

Since 2025-05-12
TX RA
APPROVED

Since 2025-05-12

Branch Locations

8044 Montgomery Rd, Ste 640, Cincinnati, OH 45236 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Horan Capital Advisors Llc	Cincinnati	OH	05/2010	05/2025
Horan Wealth, Llc	Cincinnati	OH	05/2025	Present

05/2010 → 05/2025

Horan Capital Advisors Llc

Cincinnati, OH
05/2025 → Present

Horan Wealth, Llc

Cincinnati, OH

Previous Registrations

2010-06-15 → 2025-05-12

Horan Capital Advisors, Llc

Cincinnati, OH

Designations

Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

JEFFREY JOSEPH SPITZMILLER

ANDERS KRISTIAN JUEL

CHARLES FREDERICK HAIS

Nearby Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH

OSAIC WEALTH, INC. · CINCINNATI, OH

BAHL & GAYNOR LLC · CINCINNATI, OH

More in Cincinnati, OH

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