DH
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
1 advisor
Number of Clients
4 clients
Average Client Portfolio
$40.8M average
Assets Under Management
$163.4M
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Advisor Information
Office location
11726 Seven Gables Rd, Symmes Township, Cincinnati, OH, 45249
Get directionsRegulatory History (2)
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Regulatory
September 2021Final
Customer Dispute
July 1997Settled
Other Business ActivitiesSells Insurance
Drew is the owner of Horter Financial Strategies LLC, where he provides financial planning, client services, and insurance sales, dedicating a few hours per week. He also manages mutual funds as a manager at Tactical Fund Advisors, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Tactical Fund Advisors, LLC
July 2019 - Present · 6 yrs 6 mos
Horter Investment Management, LLC
April 2006 - Present · 19 yrs 9 mos
Previous Registrations
Charles Vista LLCBroker
January 2009 - March 2009 · 2 mos
Ross, Sinclaire & Associates, LLCBroker
July 1995 - January 2007 · 11 yrs 6 mos
Titan/value Equities Group, INC.Broker
July 1986 - July 1995 · 9 yrs
Chubb Securities CorporationBroker
July 1983 - July 1986 · 3 yrs
Ids Marketing Corporation Broker
June 1982 - July 1983 · 1 yr 1 mo
State Registrations3 states
ILOHTX
Advisor
Exams
No exam information available for this advisor.