# E. A. Horwitz

E. A. Horwitz is a Bank / Wealth / Trust based in Deerfield, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Deerfield, United States
- **Region:** North America
- **Address:** Deerfield, IL, United States
- **Founded:** 1970
- **Assets under management:** Undisclosed
- **Website:** horwitzadvisors.com

## Regulatory record

- **CRD number:** 165561
- **SEC file number:** 801-77366
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/165561

## About

Founded in 1970 and headquartered in Deerfield, Illinois, E. A. Horwitz is a registered investment adviser providing financial planning, portfolio management, and tax planning services. The firm advises a mix of individual clients, including high-net-worth families, as well as institutional accounts such as corporate pension plans. The firm's investment approach centers on traditional wealth management: constructing diversified portfolios using individual securities, mutual funds, and exchange-traded funds. While specific asset-class allocations are not publicly disclosed, the firm's ADV filings indicate a focus on equities and fixed-income instruments appropriate for private clients and small institutions. The geographic footprint is concentrated in the Chicago metropolitan area and broader Midwest, reflecting a regional rather than national client base. The firm operates with a lean team structure typical of a boutique RIA. No adjacent investment vehicles, philanthropic foundations, or formal co-investment club memberships have been publicly identified. Recent operational milestones are not publicly reported. E. A. Horwitz's structural differentiator is its endurance: over five decades of independent, non-bank-affiliated operation in a sector where consolidation has absorbed many local advisory firms into regional banks or national aggregators. This independence allows the firm to maintain discretion over client portfolios without the product-distribution mandates common at larger financial institutions. Succession planning and day-to-day management remain opaque, a characteristic shared by many closely held advisory practices of this vintage.

## Questions

### What services does E. A. Horwitz provide?

E. A. Horwitz offers investment advisory services including financial planning, portfolio management, and tax planning. The firm serves individuals, high-net-worth families, and institutional clients such as corporate pension plans from its Deerfield, Illinois headquarters.

### Is E. A. Horwitz a fiduciary?

As a registered investment adviser with the SEC, E. A. Horwitz operates under a fiduciary duty to its advisory clients. This means the firm is legally obligated to act in its clients' best interests when providing investment advice, rather than under the suitability standard that applies to broker-dealers.

### What types of clients does E. A. Horwitz typically serve?

The firm advises a mix of individual clients — including high-net-worth families — and institutional accounts such as corporate pension plans. Its client base is concentrated in the Chicago metropolitan area and broader Midwest region.

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Last updated: 2026-08-11T02:43:31.692Z

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