Paul Anthony Carl

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 06/2025
  Horan Securities, Inc.
  Cincinnati, OH
• 06/2025 → Present
  Horan Wealth, Llc
  Cincinnati, OH

Previous Registrations

• 2014-08-29 → 2025-06-09
  Horan Securities, Inc.
  Cincinnati, OH
  Cincinnati, OH

Other Businesses

HOLY CROSS HIGH SCHOOL 3617 CHURCH STREET COVINGTON KY 14015 SCHOOL BOARD MEMBER 5/2012 1 HR/MTH - 0 DURING TRADING HOURS DUTIES: ADVISORY TO SCHOOL PRINCIPAL AND ADMIN STAFF. // DIOCESE OF COVINGTON: INVESTMENT ADVISORY COMMITTEE MEMBER. GENERALLY, MEET 3X PER YEAR FOR ~1 HOUR TO REVIEW THE INVESTMENT PERFORMANCE OF THE RIA THAT MANAGES THE DIOCESE'S ASSET ALLOCATION. THE RIA CONTRACTS WITH A SUB-ADVISOR WHO MANAGES THE ACTUAL INVESTMENTS. THE COMMITTEE CONDUCTS DUE DILIGENCE AND PROVIDES REPORTS AND RECOMMENDATIONS TO THE DIOCESAN CFO AND RIA TIME-TO-TIME. THE BISHOP OF COVINGTON HAS THE FINAL DECISION-MAKING AUTHORITY. MEMBERS OF THE COMMITTEE DO NOT MAKE SPECIFIC INVESTMENT RECOMMENDATIONS. // ST ELIZABETH HEALTHCARE FOUNDATION EDGEWOOD KY; MEMBER OF PLANNED GIVING 2005 1/2 HOUR/MTH - 0 DURING TRADING HOURS DUTIES: ADVISE ON PLANNED GIVING ACTIVITIES AND METHODS. // RENTAL PROPERTY: OWN A CONDOMINIUM IN ST PETERSBURG FLORIDA THAT RENTAL INCOME IS RECEIVED ON. PROPERTY IS MANAGED BY A FULL TIME PROPERTY MANAGEMENT COMPANY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-09
• S63 Uniform Securities Agent State Law Examination
  2014-02-18

Other Names

• Paul Anthony Carl, Jr.