Michael
Hornung

Strategic Wealth Management, LLC

CRD#6088812
Investment Advisor
in Bedford, TX

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About this Advisor

Michael Hornung is a certified financial planner based in Bedford, Texas, with 8 years of industry experience. Hornung is an advisor for Strategic Wealth Management, LLC. Their career trajectory has included roles at Strategic Wealth Management, LLC, New York Life, Texas Tech University, The Capital Chart Room, LTD, Mamantov & Associates, Lpl Financial, LLC and Strategic Wealth Management LLC. Hornung maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Strategic Wealth Management, LLC is an advisory company headquartered in Bedford, TX. It controls $133 million in total assets among its 373 customer accounts, making it one of the mid-sized firms in the nation by assets under management. The firm provides financial advisory services to one charities and foundations. Of its 373 accounts, 36% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors depend on which services the firm provides the client. However, fees billed by Strategic Wealth Management, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2812 Bedford Road Suite 200
Bedford, TX 76021

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Strategic Wealth Management, LLC Brokerage Details

Total Assets Under Management

$132,457,538

TX Average: $3,042,739,679
Total Number of Employees

5

TX Average: 49
Total Number of Accounts

373

TX Average: 2,315
Average Account Size

$355,114

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Michael Hornung Work History

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

2019 - Present (5 years)

Strategic Wealth Management LLC

2015 - Present (9 years)

Lpl Financial, LLC

2015 - 2019 (4 years)

Strategic Wealth Management, LLC

2014 - 2015 (1 year)

New York Life

2014 - 2014 (< 1 year)

The Capital Chart Room, LTD

2012 - 2014 (2 years)

Mamantov & Associates

2011 - 2014 (3 years)

Texas Tech University

*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 Michael Hornung 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 Strategic Wealth Management, LLC

Matthew Condit
Bedford, TX
Jeanine Benenati
Bedford, TX
Michael Hornung
Bedford, TX

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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