Kevin Hoffmann
Horowitz & Company · Fort Lauderdale, Florida
Kevin Hoffmann is a fee-only financial advisor at Horowitz & Company in Fort Lauderdale, Florida. Horowitz & Company reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Horowitz & Company |
|---|---|
| Based in | Fort Lauderdale, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $180.7M across 429 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 8144867 |
| Exams passed | Series 65 (2025) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.thedisciplinedinvestor.com |
How Kevin's firm compares
- Horowitz & Company's average account is about $421,000, from its Form ADV (assets managed divided by 429 accounts).
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Questions about Kevin
Is Kevin Hoffmann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Horowitz & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, Horowitz & Company, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kevin Hoffmann based?
Kevin Hoffmann is based in Fort Lauderdale, Florida.
Is Kevin Hoffmann registered with the SEC?
Yes. Kevin Hoffmann is registered as an investment adviser representative in FL and TX (CRD 8144867), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Horowitz & Company manage?
Horowitz & Company reports $180.7M across 429 accounts in assets under management.
How do I contact Kevin Hoffmann?
Through Kevin's website, www.thedisciplinedinvestor.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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