Unclaimed Profile

Patrick Joseph Horan

HORAN CAPITAL MANAGEMENT,LLC·HUNT VALLEY, Maryland

Series 6, Series 7, Series 22, Series 24, Series 63Clean record19 years registeredHORAN CAPITAL MANAGEMENT,LLC

20 WIGHT AVENUE, HUNT VALLEY, MD 21030CRD# 1034085Firm CRD# 106415

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick Joseph Horan · HUNT VALLEY, MD

Registration

CRD #1034085 · HORAN CAPITAL MANAGEMENT,LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HORAN CAPITAL MANAGEMENT,LLC

HORAN CAPITAL MANAGEMENT,LLC

Sep 2006 – Feb 2017

DELRAY BEACH, FL

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 22

Series 24

Series 63

Registration record

First registered · September 13, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HORAN CAPITAL MANAGEMENT,LLC

CRD 106415 · SEC 801-48749

AUM

$723M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Patrick Joseph Horan offer?

Patrick Joseph Horan specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Patrick Joseph Horan's credentials?

Patrick Joseph Horan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Joseph Horan located?

Patrick Joseph Horan is based in HUNT VALLEY, Maryland, last registered with HORAN CAPITAL MANAGEMENT,LLC.

How does Patrick Joseph Horan charge for services?

Patrick Joseph Horan'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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