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John Gordon Heinlein

HORAN CAPITAL MANAGEMENT,LLC·HUNT VALLEY, Maryland
Clean recordHORAN 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Gordon Heinlein is a registered financial advisor based in HUNT VALLEY, Maryland, affiliated with HORAN CAPITAL MANAGEMENT,LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
HORAN CAPITAL MANAGEMENT,LLC
HORAN CAPITAL MANAGEMENT,LLC
AUM
$723M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at HORAN CAPITAL MANAGEMENT,LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2255057
Firm CRD# 106415
View on FINRA BrokerCheck →

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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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Matt Rockstroh
HUNT VALLEY, MD
Patrick Joseph Horan
HUNT VALLEY, MD
Paul Joseph Piccone
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Research
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