Horter Investment Management, LLC logo

Horter Investment Management, LLC

Updated today
Connect with this firm

Total assets under management

$277,989,460

More info

Total clients

1,234

6% high-net worth

Total advisors

33

of 41 employees

Firm size

Multi Team

Average clients per advisor

37

Average account size

$225,275

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Fee options

Fixed

Fixed fees up to $5,000 for financial planning (above $3,000 requires approval)

Percentage

$0+: Up to 1.99% annually (negotiable, varies by program and client) $0+: 0.50% annually for Retirement Plan Asset Management (Indexed Funds) $0+: 1.25% annually for Alternative Investments $0+: 0.1% quarterly ($50 minimum quarterly) for Non-Discretionary Accounts

Project-based

$250 to $600 per hour for financial planning

Other

Account minimum: $1,000,000 (for Horter HCA Blended Models; may be waived at adviser's discretion) Fee-only: Financial Planning fees charged hourly ($250 to $600 per hour) or fixed fee (up to $5,000; fixed fees over $3,000 require approval)

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Horter Investment Management, LLC

11726 Seven Gables Rd, Symmes Township

Cincinnati OH 45249, United States

Number of offices

22

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram Website 513-984-9933

Advisors at this firm

Scroll left Scroll right
user avatar

David O

ChFC®

Cincinnati, OH

Horter Investment Management, LLC
user avatar

Daniel D

ChFC®, Series 63

Springfield, PA

Horter Investment Management, LLC
user avatar

Glenda J

Series 65

Cincinnati, OH

Horter Investment Management, LLC
user avatar

Scott R

Series 66

Hilliard, OH

Horter Investment Management, LLC
user avatar

Hayden H

Series 65

Cincinnati, OH

Horter Investment Management, LLC
user avatar

Geffrey L

Series 65

Cincinnati, OH

Horter Investment Management, LLC
user avatar

Kevin M

Series 65

Cincinnati, OH

Horter Investment Management, LLC
user avatar

Julie A

Series 63, Series 65

Cincinnati, OH

Horter Investment Management, LLC
user avatar

Michael L

Series 63, Series 65

Elkridge, MD

Horter Investment Management, LLC
user avatar

Diane S

Series 65

Ashburn, VA

Horter Investment Management, LLC
user avatar

Anthony F

Series 63, Series 65

Cincinnati, OH

Horter Investment Management, LLC
user avatar

Glenn M

Series 65

Cincinnati, OH

Horter Investment Management, LLC
user avatar

Barry B

Series 65

Owatonna, MN

Horter Investment Management, LLC
user avatar

Ronnie M

Series 65

Yorba Linda, CA

Horter Investment Management, LLC
user avatar

Stephen D

Series 63, Series 65

Trail Creek, IN

Horter Investment Management, LLC
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")