Cincinnati, OH logo

Cincinnati, OH Office

Team
Updated today

Client AUM

$288,479,926

Clients

1,292

Advisors

10

Of 28 advisors across 18 offices

Location

11726 Seven Gables Rd, Symmes Township

Cincinnati OH 45249

Advisors at this office

10

Advisors at this office

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Hayden H

Series 65

Cincinnati, OH

Horter Investment Management, LLC

Hayden Horter is a Series 65 licensed advisor with Horter Investment Management, LLC in Cincinnati, OH, and has five years of industry experience. He also serves as a fund analyst for Tactical Fund Advisors, LLC, providing research and performance data analysis. Additionally, Horter is a licensed agent for Horter Financial Strategies, involved in the recommendation and sale of insurance products and fixed annuities. Horter Investment Management offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, trusts, pension plans, and corporations. The firm employs a combination of tactical and passive multi-manager portfolios and provides access to third-party managers and alternative investments as part of its ongoing investment supervision.

Wealth management Active portfolio management Founder/Business Owner Retired Approaching retirement
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Todd B

Series 63, Series 66

Cincinnati, OH

Horter Investment Management, LLC

Todd Brubaker is a financial advisor at Horter Investment Management, LLC in Cincinnati, OH, holding Series 63 and Series 66 credentials with nine years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance, and The Prudential Insurance Company of America. Horter Investment Management provides investment advisory and financial planning services to individual and high-net-worth clients, as well as retirement plans, trusts, and other institutional clients. The firm employs an Investment Committee-driven multi-manager approach incorporating tactical and passive models, custom portfolios, and third-party managers, and offers proprietary model blends and access to alternative investments.

Wealth management Active portfolio management Founder/Business Owner Retired Approaching retirement
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Kevin M

Series 65

Cincinnati, OH

Horter Investment Management, LLC

Kevin Mc Cann is a financial advisor at Horter Investment Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Tucker Asset Management LLC. Outside of advisory work, he is a self-employed health insurance sales agent with Kemper Health. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm utilizes model and multi-manager portfolios, third-party money manager access, and alternative investments, with investment decisions guided by an Investment Committee.

Wealth management Active portfolio management Founder/Business Owner Retired Approaching retirement
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Anthony F

Series 65, Series 63

Cincinnati, OH

Horter Investment Management, LLC

Anthony Frambes is a financial advisor with Horter Investment Management, LLC in Cincinnati, OH, holding Series 65 and Series 63 credentials with five years of industry experience. Prior to joining Horter, he worked at AlphaMark Advisors, LLC, Northwestern Mutual, AWF Investments LLC, and Conformis Inc. Outside of advisory work, he owns AWF Management Services LLC, a holding company involved in medical therapy silent investment projects. Horter Investment Management provides advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plans, trusts, and institutional clients. The firm employs an Investment Committee–driven multi-manager approach, offering a range of portfolio management options, proprietary model blends, and access to alternative investments and affiliated mutual funds.

Wealth management Active portfolio management Founder/Business Owner Retired Approaching retirement
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Brandon H

Series 63, Series 65

Cincinnati, OH

Horter Investment Management, LLC

Brandon Hendricks is a financial advisor at Horter Investment Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mariner, Ameriprise Financial Services, Edward Jones, and Fifth Third Securities. Outside of his advisory role, he is involved with ACX by Audible in a non-investment-related capacity. Horter Investment Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plans, trusts, and institutional clients. The firm employs an Investment Committee-driven multi-manager approach that includes tactical and passive model portfolios, custom portfolios, and third-party money managers.

Wealth management Active portfolio management Founder/Business Owner Retired Approaching retirement
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Christopher B

Series 66

Cincinnati, OH

Horter Investment Management, LLC

Christopher Boyd is a financial advisor at Horter Investment Management, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Investment Partners LTD, Commonwealth Financial Network, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of finance, he was involved with Carfagnas Kitchen for four years. Horter Investment Management provides investment advisory and financial planning services to individual, high-net-worth, retirement plan, trust, and institutional clients. The firm utilizes a multi-manager investment approach with portfolio management options ranging from tactical and passive models to custom portfolios and third-party money managers.

Wealth management Active portfolio management Founder/Business Owner Retired Approaching retirement
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Drew H

Series 63

Cincinnati, OH

Horter Investment Management, LLC

Drew Horter is a financial advisor with Horter Investment Management, LLC, holding a Series 63 designation and over 43 years of industry experience. He has been with Horter Investment Management since 2006 and also manages Tactical Fund Advisors, a mutual fund management business. Additionally, he owns Horter Financial Strategies LLC, which provides insurance sales and financial planning services. Horter Investment Management offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm utilizes a combination of tactical and passive multi-manager portfolios, proprietary mutual funds, and alternative investments, with oversight provided by an Investment Committee.

Wealth management Active portfolio management Founder/Business Owner Retired Approaching retirement
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Mitchell C

Series 65

Cincinnati, OH

Horter Investment Management, LLC

Mitchell Clark is a financial advisor at Horter Investment Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Mons Capital Group, LLC, Pinch Consultants, LLC, and Grant Street Wealth Management, Ltd. In addition to his advisory role, Clark is a licensed insurance agent providing health, life, and long-term care insurance solutions upon client request. Horter Investment Management offers portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm utilizes tactical and passive multi-manager portfolios, third-party money manager access, and alternative investments as part of its investment oversight.

Wealth management Active portfolio management Founder/Business Owner Retired Approaching retirement
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Sean M

Series 63, Series 65

Cincinnati, OH

Horter Investment Management, LLC

Sean Mclaughlin is a financial advisor at Horter Investment Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Western & Southern Life and W&S Brokerage Services. Outside of his advisory role, he is also involved in insurance sales through Horter Financial Services. Horter Investment Management provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm offers model and multi-manager portfolios, third-party money manager access, and alternative investments as part of ongoing investment supervision.

Wealth management Active portfolio management Founder/Business Owner Retired Approaching retirement
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Tyler K

Series 63, Series 65

Cincinnati, OH

Horter Investment Management, LLC

Tyler Koebbe is a financial advisor with Horter Investment Management, LLC, holding Series 63 and Series 65 designations and four years of industry experience. Prior to joining Horter in 2025, he worked at W&S Brokerage Services, Western and Southern Life, United Parcel Service, and Pacific Aerospace. He is also an insurance agent with Horter Financial Services. Horter Investment Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plans and institutional clients. The firm uses an Investment Committee-driven, multi-manager approach that includes tactical and passive portfolios, proprietary model blends, and access to alternative investments and affiliated mutual funds.

Wealth management Active portfolio management Founder/Business Owner Retired Approaching retirement
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