RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Drew Kent Horter
- Title
- CEO / Founderreportedhorterinvestment.comfirm site, Sep 15, 2026
- Founder
- “Drew founded Horter Investment Management in 1991.”reportedhorterinvestment.comthe sentence on the bio page
- Years, as the firm states
- 40reportedhorterinvestment.com“He has 40 years of experience in the securities industry as a registered investment advisor and a licensed insurance professional, having previously held FINRA Securities licenses that include the Series 6, 7, 22, 24 and 63.”
- Professional profile
- horterinvestment.com/our-difference/team/drew-horterreportedhorterinvestment.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Tactical Fund Advisors, LLC asset manager currentsince Jul 1, 2019 · Cincinnati, Oh
- Horter Investment Management, LLC independent RIA currentsince Apr 26, 2006 · Cincinnati, Oh
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 43derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address