Hurwitz Associates, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hurwitz Associates provides discretionary and non‑discretionary investment management primarily for individual and high‑net‑worth clients, delivering separately managed portfolios that account for each client's objectives and other outside assets. The firm also has licensed insurance representatives who may recommend and sell annuities and other insurance products as part of a client's planning options.
The investment process places asset allocation at the center, using Modern Portfolio Theory implemented through individual securities and ETFs with exposure to international markets and occasional consideration of private or outside assets. Portfolios are managed with a long‑term, low‑turnover emphasis and clients are encouraged to participate in setting objectives and to designate a trusted contact for communication during times of stress or urgency.
Notable differences from many peers include a small team led by a principal with decades of industry experience and professional investment credentials, and an internal continuity governance plan that relies on associated advisors voting to appoint an interim manager if principals become unavailable. The firm also discloses that it generally does not vote proxies on clients' behalf and that insurance‑licensed representatives may receive commission compensation, matters addressed in its conflict‑of‑interest and compliance policies.
Client services
Expertise
Fee options
$100,000 - $500,000: 2.50% $500,001 - $1,500,000: 2.00% $1,500,001 - $2,500,000: 1.50% $2,500,001+: 1.25%
Account minimum: $50,000
Main office
See office10101 Fondren Rd, Suite 227
Houston TX 77096
Advisors at this office
3
Offices (3)
Most active in
New York · Texas
Also doing business as
Hurwitz Associates Inc. · Hurwitz Associates, Inc. · Hurwitz Interests, Inc. · Hurwitz Wisnevitz Associates Inc. · Ian Hurwitz
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
John H
Series 63, Series 66
Houston, TX
Hurwitz Associates, Inc.
John Havenar is a financial advisor at Hurwitz Associates, Inc. in Houston, TX, holding Series 63 and Series 66 licenses with 31 years of industry experience. He has been with Hurwitz Associates since 2016. Outside of his advisory role, Havenar manages residential rental properties and owns a health and life insurance sales business. Hurwitz Associates provides discretionary and non-discretionary investment management primarily for individual and high-net-worth clients, focusing on asset allocation through Modern Portfolio Theory using individual securities and ETFs. The firm emphasizes long-term, low-turnover portfolio management and involves clients in setting investment objectives.
Ian H
Series 63, Series 65
Houston, TX
Hurwitz Associates, Inc.
Ian Hurwitz is the president of Hurwitz Associates, Inc. in Houston, TX, where he has worked since 2004. He holds Series 63 and Series 65 credentials and has 44 years of industry experience. Hurwitz is also licensed in insurance and provides insurance services as needed. Hurwitz Associates, Inc. manages discretionary and non-discretionary portfolios primarily for individual and high-net-worth clients, focusing on asset allocation with a long-term, low-turnover approach. The firm emphasizes client participation in setting objectives and offers investment strategies based on Modern Portfolio Theory, incorporating individual securities, ETFs, and international market exposure.
Abdurrahman N
Series 63, Series 65
Houston, TX
Hurwitz Associates, Inc.
Abdurrahman Naser is a financial advisor at Hurwitz Associates, Inc. in Houston, TX, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hurwitz Associates since 2012. Hurwitz Associates provides discretionary and non-discretionary investment management primarily for individual and high-net-worth clients, focusing on asset allocation through Modern Portfolio Theory using individual securities and ETFs. The firm emphasizes long-term, low-turnover portfolio management and involves clients in setting investment objectives.
William H
Series 63, Series 65
Houston, TX
Hurwitz Associates, Inc.
William Hughes Jr. is a financial advisor at Hurwitz Associates, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 55 years of industry experience. He has worked at Hurwitz Associates since 2016. Hurwitz Associates provides discretionary and non-discretionary investment management primarily for individual and high-net-worth clients, focusing on separately managed portfolios aligned with clients’ objectives. The firm emphasizes asset allocation using Modern Portfolio Theory with international exposure and manages portfolios with a long-term, low-turnover approach.
Samuel E
Series 63, Series 65
Belle Harbor, NY
Hurwitz Associates, Inc.
Samuel Epstein is a financial advisor at Hurwitz Associates, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kestra Financial Services, Inc., Lighthouse Planning LLC, and currently serves as COO of TGI Solar Power, a company focused on smart city construction and environmental monitoring. Epstein also holds leadership roles in geological consulting and serves on the boards of Touro College and Congregation Ohav Zedek. Hurwitz Associates provides discretionary and non-discretionary investment management primarily for individual and high-net-worth clients, utilizing a long-term, low-turnover investment approach centered on asset allocation guided by Modern Portfolio Theory. The firm emphasizes client involvement in setting objectives and maintains a small team structure with an internal continuity governance plan.
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