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Thursday, October 1, 2026The Morning Brief →Sign in
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Horter Investment Management

CINCINNATI, OH
CRD: 119880
In PWD coverage since August 18, 2026 · 2 stories
$314MRegulatory AUMSEC Form ADV · Sep 25
43EmployeesForm ADV
-9Talent net · 12 months2 in · 11 out
Regulatory AUM · Aug 21 – Sep 25
Talent flow · 12 monthsOn the wire →
Net -9 · 2 arrivals · 11 departures
Arrivals
Advisor
Sep 12
Advisor
Sep 10
Departures
Advisor
Sep 24 · destination pending
Advisor
Sep 17 · destination pending
Advisor
Sep 17 · destination pending
Advisor
Sep 17 · destination pending
Advisor
Sep 12 · destination pending
Advisor
Sep 12 · destination pending
PWD coverage
book

A will is only as good as its last review

A celebrity estate fight and a teacher's 403(b) show what a stale plan costs.
book · Aug 18Beneficiary forms and titles trump the will
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