

| Revenue | $10 - $100 million See Exact Annual Revenue |
|---|---|
| Employees | 10 - 100Exact Company Size |
| Primary Industry | 52312 Securities Brokerage |
| Additional NAICS Codes | 523 Securities, Commodity Contracts & Other Financial Investments 52421 Insurance Agencies & Brokers |
| Address | 8044 Montgomery Road Suite 640 Cincinnati, OH 45236 |
| Horan Securities | Revenue Est. ($ Million) | Growth Rate (%) | # Employees |
|---|---|---|---|
| 2025 | $10 - $100 million Details in Premium Report | ||
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| Horan Securities P&L | $ Millions |
|---|---|
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| Trademark | Date |
|---|---|
| DATA BYTE Education services, namely, providing seminars, webinars, roundtables and workshops in the fields of life insurance for estate and business planning, employee benefits consulting, health benefits, and wealth management | 08/31/2018 |
| HORANALYTICS Education services, namely, providing seminars, webinars, roundtables and workshops in the fields of life insurance for estate and business planning, employee benefits consulting, health benefits, and wealth management | 07/06/2015 |
| HORAN Education services, namely, providing seminars, webinars, roundtables, and workshops in the fields of life insurance for estate and business planning, employee benefits consulting, health benefits, and wealth management | 06/26/2015 |
| Company | Headquarters | Revenue ($ MM) |
|---|---|---|
| RITE-VALUE PHARMACY | Louisa, KY | 100 |
| CHARLES SCHWAB BANK SSB | Westlake, TX | 47 |
| LPL FINANCIAL | Fort Mill, SC | 28 |
| UBS FINANCIAL SERVICES | Weehawken, NJ | 26 |
| RBC USA HOLDCO | Minneapolis, MN | 18 |
| TD AMERITRADE INVESTMENT MANAGEMENT | Omaha, NE | 14 |
| AMERITRADE ONLINE HOLDINGS | Omaha, NE | 14 |
| MIZUHO SECURITIES USA | New York, NY | 12 |
| ROBERT W. BAIRD | Milwaukee, WI | 10 |
| Company | Headquarters | Revenue ($ MM) |
|---|---|---|
| HORAN SECURITIES | Cincinnati, OH | 100 |
| CAPITAL INVESTMENT GROUP | Cincinnati, OH | 89 |
| ROSS SINCLAIRE & ASSOCIATES | Cincinnati, OH | 76 |
| FORMIDABLE ASSET MANAGEMENT | Cincinnati, OH | 29 |
| HBC-II | Cincinnati, OH | 26 |
| HORTER INVESTMENT MANAGEMENT | Cincinnati, OH | 23 |
| Company | Headquarters | Revenue ($ MM) |
|---|---|---|
| RELEVATE HEALTH MANAGEMENT LLC. | Cincinnati, OH | 100 |
| FIELD AEROSPACE | Cincinnati, OH | 93 |
| HORAN ASSOCIATES | Cincinnati, OH | 86 |
| SIBCY CLINE MORTGAGE SERVICES | Cincinnati, OH | 60 |
| CLARITAS | Cincinnati, OH | 51 |
| Company | Revenue ($ MM) |
|---|---|
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