Richard Owings Bascom
Investment adviser representative at Horan Wealth, LLC
11 yearsExperience
7 statesRegistered in
$1.5BFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Horan Wealth, LLCJul 2025 to now
- Horan Securities IncJul 2024 to Jul 2025
- University of KentuckyMay 2023 to Jul 2024
- East Kentucky Power CooperativeJan 2023 to Nov 2023
- University of KentuckyAug 2019 to Dec 2022
- Saint Xavier High SchoolAug 2015 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 7 states (FL, IN, KY, MI, NC, OH, TX).
Horan Wealth, LLC
$1.5BAssets managed
1,436Clients
22Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7953229
- Firm CRD
- 333974