# Hurwitz Associates, Inc.

> Hurwitz Associates, Inc. is a state-registered investment advisory firm in Houston, TX, registered since 2005, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 133472
- Filed as: HURWITZ ASSOCIATES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/133472
- AdvisorCensus page: https://advisorcensus.com/firm/hurwitz-associates-inc-houston-tx-133472

## Quick answers

**How is Hurwitz Associates, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Hurwitz Associates, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Hurwitz Associates, Inc. located?**
Hurwitz Associates, Inc.'s principal office is in Houston, TX, according to its Form ADV.

**Is Hurwitz Associates, Inc. registered with the SEC or a state?**
Hurwitz Associates, Inc. is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 133472.

**How much does Hurwitz Associates, Inc. manage?**
Hurwitz Associates, Inc. reports $74,802,402 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**What types of clients does Hurwitz Associates, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (150); high net worth individuals (26).

**Does Hurwitz Associates, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/133472

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $74,802,402
- Discretionary: $74,802,402
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 150 | $20,052,003 |
| High net worth individuals | 26 | $54,750,399 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2005 (21 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hurwitzinvestments.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hurwitz Associates, Inc. (CRD 133472): Form ADV filing data as of October 2026.