East Pickerington, OH Office

E.A. Horwitz, LLC is a team-based registered investment adviser with ten advisors managing roughly $273 million for several hundred individual clients. The firm provides portfolio management alongside financial planning services — including retirement, college, estate planning, insurance and cash-flow advice — and states it monitors accounts at least monthly and encourages quarterly reviews (Form CRS and ADV).

The brochure describes a conservative, principal-preservation investment approach with individualized portfolios and active trading capabilities (including a firm-run bond trading desk and the manager’s use of options as a tool). It discloses both percentage-of-AUM fee arrangements and a wrap-fee program, and notes a custodial relationship recommendation with Schwab that brings platform services and potential conflicts of interest.

Compared with many peers, the firm expressly operates as a wrap-fee program sponsor and includes performance-related language in its materials (describing a “proven record of service”), which the ADV highlights as part of its marketing and disclosures. The adviser also features multiple credentialed specialists (C.A.P., CPA, CIMA), long-tenured staff with active FINRA committee involvement and OSJ responsibilities, and its reported client mix is not concentrated in high‑net‑worth households — an atypical profile for a team of this size.