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John Gordon Heinlein

HORAN CAPITAL MANAGEMENT,LLC·HUNT VALLEY, Maryland
Series 7, Series 65Clean record6 years registeredHORAN CAPITAL MANAGEMENT,LLC
20 WIGHT AVENUE, HUNT VALLEY, MD 21030CRD# 2255057Firm CRD# 106415

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Gordon Heinlein · HUNT VALLEY, MD
Registration
CRD #2255057 · HORAN CAPITAL MANAGEMENT,LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

FOCUS PARTNERS WEALTH, LLC
Jun 2024 – present
CONNECTUS WEALTH
Jan 2021 – Jul 2024
Hunt Valley, MD
HORAN CAPITAL MANAGEMENT,LLC
Nov 2019 – Dec 2020
HUNT VALLEY, MD
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Registration record
First registered · November 8, 2019
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HORAN CAPITAL MANAGEMENT,LLC
CRD 106415 · SEC 801-48749
AUM
$723M
Regulatory assets under management
Employees
10
1,372 client accounts
Services offered by HORAN CAPITAL MANAGEMENT,LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HORAN CAPITAL MANAGEMENT,LLC →
Introduction

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05

Frequently Asked Questions

What services does John Gordon Heinlein offer?
John Gordon Heinlein specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HUNT VALLEY, Maryland for a consultation.
What are John Gordon Heinlein's credentials?
John Gordon Heinlein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Gordon Heinlein located?
John Gordon Heinlein is based in HUNT VALLEY, Maryland, working with HORAN CAPITAL MANAGEMENT,LLC. Their office serves clients in the HUNT VALLEY metropolitan area and surrounding communities.
How does John Gordon Heinlein charge for services?
John Gordon Heinlein's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HORAN CAPITAL MANAGEMENT,LLC?
HORAN CAPITAL MANAGEMENT,LLC has approximately 10 employees and manages $723M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HORAN CAPITAL MANAGEMENT,LLC

Patrick Joseph Horan
HUNT VALLEY, MD

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