Mark
Bennett

Horan Capital Advisors, LLC

CRD#1080275
Investment Advisor
in Cincinnati, OH

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About this Advisor

Mark Bennett is a chartered financial analyst who works in Cincinnati, Ohio with 13 years of relevant experience. Bennett is on the advisory team at Horan Capital Advisors, LLC. They have spent the entirety of their time as a financial advisor at Horan Capital Advisors, Llc. Bennett can operate in Florida, Kentucky and Ohio. Horan Capital Advisors, LLC is a firm based out of Cincinnati, OH. It has $484 million in total assets among its 759 accounts, placing it among the bigger firms in the nation by assets under management. The firm serves one charities and foundations. Of its 759 customer accounts, 54% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Horan Capital Advisors, LLC offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and publication of newsletters. Fees charged by financial advisors depend on the type of services. Fee types charged by Horan Capital Advisors, LLC likely include asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

8044 Montgomery Rd Suite 640
Cincinnati, OH 45236

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Horan Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$483,464,413

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

10

OH Average: 34
Total Number of Accounts

759

OH Average: 1,972
Average Account Size

$636,976

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters

Mark Bennett Work History

Mark has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Horan Capital Advisors, LLC

*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 Mark Bennett 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 Horan Capital Advisors, LLC

Matthew Antenucci
Cincinnati, OH
Mark Bennett
Cincinnati, OH
David Templeton
Cincinnati, OH
Todd Poellein
Cincinnati, OH

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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