FORT LAUDERDALE, FLCRD 106737Latest ADV March 19, 2026
Horowitz & Company, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Fort Lauderdale, FL. Its latest Form ADV filing, dated March 19, 2026, reports $181M in regulatory assets under management, 2 employees, and 429 accounts.
Assets Under Management
$181M
Employees
2
Offices
--
Total Clients
206
Primary office
FORT LAUDERDALE, FL
901 SOUTH FEDERAL HIGHWAY, SUITE 202, FORT LAUDERDALE, FL, United States
Top client segmentIndividuals represent 76.2% of total clients.
Top client categories% of clientsClients
1
Individuals
76.2%
157
2
HNWI
20.4%
42
3
Corporations
2.9%
6
4
Charitable
0.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$181Mas of March 19, 2026
Discretionary100.0%
$181M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$181M
Total Accounts429
10Y AUM Change+$35M (+24.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee103:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.