Merrill
47yrs
Top advisor by experience in Cincinnati
11yrs
Mitchell Clark
Full name on record: Mitchell Scott Clark
Financial advisor at Horter Investment Management
Based in Cincinnati, Ohio, Mitchell Clark is a fiduciary financial advisor with 11 years of industry experience. Mitchell joined Horter Investment Management in 2025, after five years at Mons Capital and five years at Grant Street Wealth Management. Horter Investment Management offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 2460 advisors with offices in Cincinnati, and one of 1997 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office11726 Seven Gables Rd Symmes Township, Cincinnati, OH 45249
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$223,282
Advisors at the firm28
States licensed ?1 state
Services through Horter Investment Management
Financial planningInvestment management for individuals and small businessesChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Aug 2025 – nowHorter Investment Management, LLCCurrent firm
- 2021 – 2025Mons CapitalPreviously
- 2015 – 2021Grant Street Wealth Management, LTD.Previously
Contact Mitchell
(513) 984-9933Horter Investment Management main office 11726 Seven Gables Rd Symmes TownshipCincinnati, OH 45249Office · Get directions X (Twitter) pageHorter Investment Management
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Questions to ask Mitchell
Tailored to Mitchell’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mitchell
How do I contact Mitchell?
Call Horter Investment Management at (513) 984-9933 and ask for Mitchell Clark. Mitchell works from the Cincinnati, OH office.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Mitchell hold?
Series 65. Tap any license on this page to see what it allows.
Is Mitchell a fiduciary?
Mitchell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mitchell paid?
Horter Investment Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mitchell for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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