Horter Investment Management, LLC

Horter Investment Management, LLC (CRD# 119880) is a financial advisory firm headquartered in Cincinnati, OH. They manage $227,055,000 in 2,563 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    227
    MILLION
  • Total Number of Accounts
    2,563
    ACCOUNTS
  • Average Account Value
    $88,590
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Horter Investment Management, LLC
Showing 21 - 23 of 23 top financial advisors.
21
Hayden K. Horter
CRD#: 7806777
11726 Seven Gables Rd, Symmes Township, Cincinnati, OH 45249

Hayden Horter (CRD# 7806777) is an Investment Advisor Representative working at Horter Investment Management, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.

22
Geffrey H. Lewis
CRD#: 1060987
Atlantic Beach, FL

Geffrey Lewis (CRD# 1060987) is an Investment Advisor Representative working at Horter Investment Management, LLC in Atlantic Beach, FL and has over 2 years of experience in the finance industry.

23
Bryan A. Mitchell
CRD#: 7196275
11726 Seven Gables Rd, Symmes Township, Cincinnati, OH 45249

Bryan Mitchell (CRD# 7196275) is an Investment Advisor Representative working at Horter Investment Management, LLC in Cincinnati, OH and has over 4 years of experience in the finance industry.

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