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Horowitz & Company, Inc.

Horowitz & Company, Inc.. CRD 106737

Horowitz & Company, Inc. logo

CRD: 106737

Horowitz & Company, Inc.

Fort Lauderdale, FL, 33316
9543490800
thedisciplinedinvestor.com/blog
$180.7M Total AUM
$180.7M Disc. AUM
-- 3Y CAGR
2 Employees
208 ADV. Clients
32 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Interactive Brokers
Clients
Retail and Institutional
Platforms
Vertex glacierSummit
Established Date
08-12-1993
Office Locations
1

Office Locations

901 South Federal Highway Suite 202 Fort Lauderdale FL

About Horowitz & Company, Inc.

Horowitz & Company, Inc. (The Disciplined Investor) provides active, hedged equity management and broader portfolio management programs, pairing quantitative research with technical and fundamental criteria. Through eNVESTOLOGY it offers advisor-crafted, technology-enabled portfolio construction with online access, automatic rebalancing and ongoing oversight. The firm also publishes the TDI Podcast and offers TriggerCharts Market Profile indicators for traders.

Team overview

-- AVG AGE
$90.3M AVG AUM / ADVISOR
$868.5K AVG AUM / CLIENT
16.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
32yrs Firm Age

Insights

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Asset Classes

Ember Vector glacier Timber Beacon Signal pioneer Frontier

Client Personas

Foundation quantum

Custodian

Value summit Quantum

Investment Themes

Alpha catalyst Horizon horizon Quantum Focus timber

Investment Vehicles

Vector value

Services

Timber Value radial Unison Meridian bridge Vector pioneer Quantum unison Value Unison North element Insight

Technology

Summit peak Frontier crest

Owner & Executives

ANDREW ALAN HOROWITZ

ANDREW ALAN HOROWITZ

Chief Compliance Officer, President

CRD
#1521621
Ownership
75% or more
(919) 988-4083
alpha.pioneer@pioneercapital.com
in linkedin.com/in/prime-vital
K

Kevin Hoffmann

Chief Investment Officer

CRD
#8144867
Ownership
Less than 5%
(317) 317-6571
beacon.bridge@primecapital.com
in linkedin.com/in/momentum-crest

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-30-2011
05-30-2012
07-07-2025
03-19-2026
Category Assets AVG. Account size
Discretionary $180,658,367 $421,115
Non-Discretionary $0 --
Total $180,658,367 $421,115

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Separately Managed Accounts

Total SMA Asset: $180,658,367

$180.7M Total SMA
Public Funds:
11.6%
Cash:
33.2%
Equity - Exchange:
17.5%
U.S. Government/Agency:
37.7%
Asset class Assets Assets %
Public Funds $515,587,484 11.6%
Cash $1,475,646,937 33.2%
Equity - Exchange $777,825,946 17.5%
U.S. Government/Agency $1,675,659,323 37.7%
Total $4,444,719,690 100.0%

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