View Curated Resources to Help You Navigate COVID-19
View Curated Resources to Help You Navigate COVID-19

Disclosures

HORAN strives to satisfy our client’s needs by providing services and support to help them succeed. We utilize protective measures with regards to our client’s private information and maintain the strictest regulatory standards possible.

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In Good Faith & Transparency

Terms Of Use

The website is made available by HORAN and its majority-owned subsidiaries (“Horan Associates, Inc., Horan Securities, Inc., Horan Capital Advisors, LLC. and Horan Smart Business, LLC”). All content, information and software provided on and through the website (“content”) may be used solely under the following terms and conditions (“Terms of Use”).

Business Continuity Plan

HORAN’s Business Continuity Plan is the set of processes to manage a wide range of incidents and events, from health and safety incidents to business disruptions and reputational damage.

Privacy Policy

Our in-house compliance department ensures that our busy clients stay current on rule changes by providing proper checks and balances for internal work and conducting audits of third-party vendors. In addition, we provide a number of effective compliance tools to help our clients stay informed throughout the year.

HORAN Wealth Management Form ADV

We value the trust that you, our clients, have placed with HORAN. Legislation requires that we provide all existing customers with this privacy notice once each year. In accordance with that law, the following details highlight our policy regarding nonpublic personal information we receive about our current customers or potential customers. 

HORAN Securities, Inc. Form CRS

HORAN Securities, Inc. Client Relationship Summary outlines the brokerage services and advisory services available for clients.

HORAN Capital Advisors Form ADV

This document provides information about the qualifications and business practices of HORAN Wealth Management, a Registered Investment Advisor, dually registered with an affiliated broker-dealer, HORAN Securities, Inc. 

HORAN Capital Advisors Form CRS

HORAN Capital Advisors, LLC Client Relationship Summary outlines the brokerage services and advisory services available for clients.

Learning Center

Style And Asset Class Rotation Is Taking Place
Author: David Templeton, CFA, Principal and Portfolio Manager For nearly three trading weeks the S&P 500 Index has traded mostly sideways,…
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What Your Campus Health Center Should Value And How To Motivate Healthy Outcomes
Author: Karen Mueller, CBC, Executive Vice President & Partner, HORAN Are your campus health center, student health insurance and other health…
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Life Event Series: Having A Baby
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Life Event Series: Having A Baby Read More