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E. A. Horwitz LLC

E. A. Horwitz LLC. CRD 165561

E. A. Horwitz LLC logo

CRD: 165561

E. A. Horwitz LLC

Deerfield, IL, 60015
2246324600
www.horwitzadvisors.com/?redirectUrl=/new/horwitzassociates
$272.6M Total AUM
$272.6M Disc. AUM
12.2% 3Y CAGR
13 Employees
369 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
Foundation vectorUnison
Established Date
11-16-2012
Office Locations
6

Office Locations

11975 West Dixie Highway North Miami FL
1325 E. Clearwater Ln. Gilbert AZ
1650 Lake Cook Rd. Suite 190 Deerfield IL

About E. A. Horwitz LLC

Horwitz & Associates (E.A. Horwitz LLC) is an independent RIA with roots back to 1970, providing personalized wealth management and custom financial planning. The team follows a conservative, integrity-first philosophy, building portfolios that balance risk and stability to client-specific goals and coordinating with clients’ CPAs and attorneys. Investment implementation is heavily ETF-based, with custody commonly at Schwab and Fidelity.

Team overview

42 AVG AGE
$24.8M AVG AUM / ADVISOR
$738.9K AVG AUM / CLIENT
11.1 yrs AVG TENURE
13 Employees
11 Advisory Reps
9 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Ridge optima Crest Alpha Vertex

Client Personas

North matrix

Custodian

Prime atlas Ridge foundation Bridge quantum Optima bridge Prime catalyst Prime Peak Horizon

Investment Themes

Zenith value Pioneer delta Alpha focus

Investment Vehicles

Vertex crest Ember

Platform

Timber

Services

Glacier north Pathway Matrix insight Vital Frontier radial Ridge Legacy bridge Matrix signal Summit signal Quantum wave

Technology

Catalyst prime Frontier fusion

Owner & Executives

Edward Alan Horwitz

Edward Alan Horwitz

Chief Compliance Officer, Manager

CRD
#2154232
Ownership
75% or more
(406) 498-4913
signal.summit@elementcapital.com
in linkedin.com/in/optima-wave

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Contacts

A

Ashley Elizabeth Armenta

--

CRD
#5761108
(636) 407-9507
harbor.bridge@signalcapital.com
in linkedin.com/in/timber-fusion
P

PATRICK BARNES BROBECK

Associate

CRD
#2171530
(603) 447-3987
horizon.oak@zenithcapital.com
in linkedin.com/in/delta-matrix
A

Alpha unison

Vital alpha fusion

CRD
#11723
(327) 961-5922
beacon.atlas@focuscapital.com
in linkedin.com/in/alpha-wave

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2022
03-27-2023
03-28-2024
03-28-2025
03-25-2026
Category Assets AVG. Account size
Discretionary $272,647,037 $738,881
Non-Discretionary $0 --
Total $272,647,037 $738,881

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Separately Managed Accounts

Total SMA Asset: $272,647,037

$272.6M Total SMA
Equity - Exchange:
27.2%
Corporate - Investment Grade:
31.7%
Cash:
11.2%
Municipal Bonds:
15.1%
U.S. Government/Agency:
14.8%
Asset class Assets Assets %
Equity - Exchange $845,045,214 27.2%
Corporate - Investment Grade $984,850,488 31.7%
Cash $347,959,794 11.2%
Municipal Bonds $469,124,365 15.1%
U.S. Government/Agency $459,804,013 14.8%
Total $3,106,783,874 100.0%

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