DFX Intelligence
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.
Advisor moves
Arrivals at Horan Wealth, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Daniel Allen Schneider | Crew Capital Management, Ltd. independent RIA | Horan Wealth, LLC independent RIA | RIA to RIA | Oct 31, 2025 | Nov 4, 2025 |
| Terence Lee Horan | Horan Capital Advisors, LLC independent RIA | Horan Wealth, LLC no RAUM | RIA to a newly registered adviser | Jun 10, 2025 | Jul 8, 2025 |
| Mark Allen Bennett | Horan Capital Advisors, LLC independent RIA | Horan Wealth, LLC no RAUM | RIA to a newly registered adviser | May 14, 2025 | May 14, 2025 |
| Todd Alan Poellein | Horan Capital Advisors, LLC independent RIA | Horan Wealth, LLC no RAUM | RIA to a newly registered adviser | May 14, 2025 | May 14, 2025 |
| Todd Hibner | Horan Capital Advisors, LLC independent RIA | Horan Wealth, LLC no RAUM | RIA to a newly registered adviser | May 14, 2025 | May 14, 2025 |
| David Ian Templeton | Horan Capital Advisors, LLC independent RIA | Horan Wealth, LLC no RAUM | RIA to a newly registered adviser | May 12, 2025 | May 12, 2025 |
| Brian Louis Van Jura | Fifth Third Securities, Inc. BD affiliated | Horan Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 23, 2020 | May 4, 2026 (1958 d) |
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7 moves match.