James
Vitou

Horter Investment Management, LLC

CRD#2344764
Investment Advisor
in Cincinnati, OH

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About this Advisor

James Vitou is a chartered financial consultant based in Cincinnati, Ohio with 8 years of relevant experience. Vitou is currently employed by Horter Investment Management, LLC. Vitou has gained experience at Horter Investment Management, LLC and Vitou Financial Services. Vitou is approved to operate in Ohio. Horter Investment Management, LLC is an advisory business based in Cincinnati, OH. The investment advisory business has offices in 51 locations and a total of 64 advisors. It controls $354 million in assets under management between its 3,145 client accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 3,145 client accounts, just 2% belong to high-net-worth clients who have greater than $1 million in assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules largely depend on the type of financial services offered. However, fees billed by Horter Investment Management, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Chartered Financial Consultant

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11726 Seven Gables Rd Symmes Township
Cincinnati, OH 45249

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Horter Investment Management, LLC Brokerage Details

Total Assets Under Management

$354,328,597

OH Average: $2,106,341,625
Total Number of Employees

64

OH Average: 34
Total Number of Accounts

3,145

OH Average: 1,972
Average Account Size

$112,664

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

James Vitou Work History

James has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Horter Investment Management, LLC

1991 - Present (33 years)

Vitou Financial Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of James Vitou to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Horter Investment Management, LLC

Mark Kuhne
Cincinnati, OH
Ashlee Willis
Cincinnati, OH
Kyle Arnold
Cincinnati, OH
Geffrey Lewis
Atlantic Beach, FL
Stephen Lamb
Davidson, NC
Peter Kisver
Southern Pines, NC
Bryan Mitchell
Cincinnati, OH
Susan Waters
Stony Brook, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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