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Brandon Hendricks

Horter Investment Management, LLC
13 Years of Experience
Columbus, OH
View SEC Summary
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Brandon Hendricks is a registered investment advisor at Horter Investment Management, LLC, based in Columbus, OH, with 13 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,337 clients with $310M in assets under management.

Horter Investment Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
1,337 clients
Average Client Portfolio
$235K average
Assets Under Management
$314.5M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.99%

Maximum annual fee is 1.99% for standard portfolio management programs. Certain strategies like indexed retirement funds (0.50%), alternative investments (1.25%), and non-discretionary accounts (0.10%) have different rates. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

445 Hutchinson Ave, Ste. 185, Columbus, OH, 43235

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Horter Investment Management, LLC
April 2026 - Present · 6 mos
Previous Registrations
Mariner Wealth
May 2025 - February 2026 · 9 mos
Ameriprise Financial Services, LLCBroker
December 2022 - October 2024 · 1 yr 10 mos
Ameriprise Financial Services, LLC
December 2022 - October 2024 · 1 yr 10 mos
Edward Jones
March 2019 - November 2022 · 3 yrs 8 mos
Edward JonesBroker
March 2019 - November 2022 · 3 yrs 8 mos
Fifth Third Securities, INC.
March 2018 - March 2019 · 1 yr
Fifth Third Securities, INC.Broker
March 2016 - March 2019 · 3 yrs
PNC Investments
June 2012 - February 2014 · 1 yr 8 mos
PNC InvestmentsBroker
October 2010 - February 2014 · 3 yrs 4 mos
New England SecuritiesBroker
June 2009 - August 2009 · 2 mos
State Registrations1 state
OH
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Brandon Hendricks - Financial Advisor | TrueAdvisor