Horter Investment Management, LLC
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 119880
- Registered since
- January 12, 2007
- Website
- www.horterinvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals53.18%
- HNWI38.54%
- Corporations / Businesses4.74%
- Pension & Profit Sharing Plans2.32%
- Other Investment Advisers1.22%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Horter Investment Management, LLC is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm has been SEC-registered since 2007 and is owned by an individual principal. Its service mix includes fee-based portfolio management, financial planning, selection of third‑party advisers, and educational publishing and seminars; the firm also functions as an insurance broker. Horter charges a combination of AUM-based fees, hourly fees, and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds59%
- Exchange Traded Equities24%
- Cash & Cash Equivalents12%
- US Government Bonds4%
Owners & executives
3 of 4
Robert Hopkins
Chief Compliance OfficerCRD 5573237
Ronnie Mejia
Chief Executive OfficerCRD 6633275
Lawrence Tidmore
President and CEOCRD 4015036
Contacts
3 of 26Brooke Pettit
Financial AdvisorCRD 8044517
Geffrey Lewis
Investment Advisor RepresentativeCRD 1060987
Tyler Koebbe
Investment Advisor RepresentativeCRD 7558184
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cincinnati, OH
Hamilton
Location
Cincinnati, OH
Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 11726 7 Gables Rd
- Time zone
- ET (UTC-5)
- Office locations
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