Merrill
47yrs
Top advisor by experience in Cincinnati
5yrs
David Ocasio
Financial advisor at Horter Investment Management
David Ocasio is a financial advisor in Cincinnati, Ohio, with 5 years in the industry. David joined Horter Investment Management in 2022, after two years at Patriot Advisory Group. David holds the ChFC designation.
At a glance
Experience5 years (since 2021)
How that compares ?5 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.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2022 – nowHorter Investment Management, LLCCurrent firm
- Apr 2021 – Nov 2022Patriot Advisory GroupPreviously
Contact David
(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 David
Tailored to David’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 David
How do I contact David?
Call Horter Investment Management at (513) 984-9933 and ask for David Ocasio. David works from the Cincinnati, OH office.
How long has David been a financial advisor?
David has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does David hold?
No exams are listed on the official record.
Is David a fiduciary?
David is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is David paid?
Horter Investment Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David 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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