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Stavros Rizakos | Horan Capital Management The sale prices were between $72.65 and $77.8, with an estimated average price of $75.23. HORAN Capital Advisors is a registered investment advisory firm focusing on long-term client relationships. Visit SEC Site. Horan Capital Management has been recognized as one of the "Top 100 Independent Financial Advisors" by Barron's magazine. Financial Services. This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more - all in a secure and easy to use mobile app. Your profile will be sent along with the application. We help you build a healthy future with wealth management, financial planning and insurance plans for individuals and businesses. Headquartered in Cincinnati, Ohio, with Regional Offices in Dayton, Ohio; Columbus, Ohio; and Ft. Mitchell, Kentucky, HORAN serves both corporate and individual clients in 40 states. Horan Capital Management. horan capital management,llc ( crd# 106415/sec#: 801-48749) alternate names:horan & associates financial advisors lp,horan & associates financial advisors ltd,horan & associates financial advisors, ltd.,horan capital management,llc,the danforth associates. Contact us or visit today for wealth management and health benefits planning. AUM: $723,364,700. Email Notification. Added to shares of these 10 stocks: MA (+$21M), SPGI (+$16M), TTWO (+$9.9M), FICO , V , DPZ , ROP , ISTB , BKNG , VRSN . Business Profile for Horan Capital Management, LLC. Call HORAN today to learn more. Their last reported 13F filing for Q3 2021 included $226,096,000 in managed 13F securities and a top 10 holdings concentration of 39.78%. Phone Numbers (800) 592-7534. Get Your 7-Day Free Trial! A list of the top 50 holdings of Horan Capital Management, derived from Horan Capital Management 13F filings. Share: 20 Wight Avenue Suite 155. of Schedule D any additional names under which you conduct your advisory business. HORAN Capital Advisors builds on the value HORAN has provided to current clients and extends the expertise of HORAN's wealth management practice. Limited Liability Company. Top 10 Stocks Held By Horan Capital Management By Holdings Channel Staff, updated Friday, December 10, 9:48 AM. Retirement planning today looks a lot different than it did for your parents. See your complete financial picture and interact with your financial advisor. Visit the SEC's Investment Adviser Public Disclosure website for more information on this individual. Horan Capital Management | Hunt Valley. Rita Abel Abel Financial Services Suite 205, 3635 Old Court Rd, Baltimore, MD, 21208. Horan is a boutique wealth management firm that has built its reputation for investment management expertise through taking a long-term, value investment approach. Mr. Patrick Horan, Owner; Additional Contact Information. Lucas Capital Management is a hedge fund with 312 clients and discretionary assets under management (AUM) of $217,502,000 (Form ADV from 2020-06-25). Axar Capital Management L.P. is an investment fund managing more than $225 million ran by Ricardo Mosquera. Horan Capital Management is a large advisory firm with 694 clients and discretionary assets under management (AUM) of $723,364,700 (Form ADV from 2020-05-13). Horan Wealth Management, registered in 2016, serves 22 state(s) with a licensed staff of 14 advisors. . Other Phone. Message / Cover Letter (Optional) Select a Resume (Optional) Don't have one ? HORAN WEALTH MANAGEMENT ( CRD# 40794/SEC#: 801-107181,8-49192) Alternate Names:HORAN SECURITIES, INC.,HORAN WEALTH MANAGEMENT. Prescott Group Capital Management L.L.C. View information on HORAN CAPITAL MANAGEMENT, HORAN CAPITAL MANAGEMENT's fund, past performances, historical stock allocations and more. See your complete financial picture and interact with your financial advisor. By David Templeton of Horan Capital Advisors. HORAN CAPITAL MANAGEMENT,LLC B. Horan Capital Management is a d/b/a of, and investment advisory services are offered through, Connectus Wealth, LLC, an investment adviser registered with the United States Securities and Exchange Commission (SEC). Home Homepage Membership Levels General Discussion Complete Stock List The book Podcast Membership Data Coverage Founder's Message Free Trial Home: Articles: Latest Filings: All Funds: Stocks Being Bought: Stocks Being Sold: Insider Buying: Info: Size ($ in 1000's) At 09/30/2021: $0 At 06/30/2021: $0 holdings changes, total fund size, and other information presented on . Dividend Stocks . GuruFocus Article or News written by hollywood1450 and the topic is about: Registration with the SEC or any state securities authority does not imply a certain level of skill or training. Thursday, December 2, 2021 7:15 PM EST. Go to career center. GuruFocus PremiumPlus P Membership . Mitchel D. Shapiro Shapiro Financial Advisors,LLC Mr. Patrick Horan, Owner; Additional Contact Information. Liam F. Dalton founded Axiom Capital Management in 1990. Horan Capital Advisors is based out of Cincinnati. The firm evaluates each client's investments to determine whether they correspond with his/her financial objectives. Horan Capital Management. Horan Wealth Management manages $349.7 million and provides investment advisory services for 1,191 clients (1:86 advisor/client ratio). Complete coordination with life and disability insurance, corporate and personal tax, and family/estate plans. ‎See your complete financial picture and interact with your financial advisor. By design, HORAN Capital Advisor's . Cancel. This week's issue. Julie: 00:00 Today I have the pleasure of being here in the studio with Peter Horan. Barron's ranks Horan Capital Management's CEO and founder, Patrick Horan, as one of the nation's top advisors in its 2009 list of the Top 100 Independent Advisors. is a large advisory firm based in Tulsa. GuruFocus Article or News written by insider and the topic is about: Name: Horan Capital Management: Address: 100 West Road Suite 418 Towson, MD 21204: Phone: (410)494-4380: Website: www.horancm.com Horan Capital Management is a d/b/a of, and investment advisory services are offered through, Connectus Wealth, LLC, an investment adviser registered with the United States Securities and Exchange Commission (SEC). Our team of credentialed and ethical advisors, with extensive investment and portfolio management experience and expertise, serve ultra-high net worth to . Please use the links below to access your account. Did you forget your password? The manager's has disclosed holdings from 12/31/03 to 12/31/20. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Oklahoma. Business Profile for Horan Capital Management, LLC. The purchase prices were between $51.66 and $57.33, with an estimated average price of $54.39. To download the full contents of this week's issue, click here. Just as investors become fearful of stocks, the equity market experiences a turnaround. </p> • Interactive dashboard showing you your complete financial . Steven Stadd Stadd Financial Services Village of Cross Keys, One Village Square, #155, Baltimore, MD, 21210. 4990 East Galbraith Road Suite 102. Horan Capital Management in Hunt Valley, reviews by real people. HORAN CAPITAL MANAGEMENT Last update 2021-02-18 35 Stocks (2 new) Value $794.00 Mil Turnover 7 % Top Holdings: AMZN(8.48%) AAPL(6.95%) GOOG(6.78%) MSFT(6.65%) V(6.27%) Guru Portfolio Report Download Summary Stock Picks Current Portfolio This section is for PremiumPlus P Membership subscribers only. For 70 years, HORAN has served as a trusted advisor and thorough planner in the areas of life insurance for estate and business planning, employee benefits consulting and wealth management. Saxony Capital Management was formed in 2016 as a boutique real estate investment and advisory firm based in Dallas, Texas. Sale occurred three years ahead of planned retirement for the projected price. Business Profile. The stock is now traded at . • Interactive dashboard showing you your complete financial . Recover it here. HORAN Profile and History . Horan Capital Management is based out of Hunt Valley. Before today's (12/2/2021) trading the S&P 500 Index was down a little more than 4% from its November 18, 2021 high. Evaluates each client & # x27 ; s professional profile on Relationship Science, the database decision. 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