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Kevin Hoffmann

Chief Investment Officer at Horowitz & Company in Fort Lauderdale, FL

Investment adviser registrationUpdated

Kevin Hoffmann is Chief Investment Officer of Horowitz & Company, Inc., an investment adviser managing $181M, and works from its Fort Lauderdale, FL office. Kevin Hoffmann has been registered as an investment adviser representative through Horowitz & Company since 6 August 2025, has 1 year in the industry across 1 firm and has passed the Series 65.

1
Years in industry
1
Years at firm
1
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Kevin Hoffmann has been Chief Investment Officer of Horowitz & Company since December 2025, is a control person of the firm and directly owns under 5% of it.

Horowitz & Company, Inc. is a Fort Lauderdale, FL firm with $181M under management, 206 clients and 2 advisers in one office, as of its March 2026 filing.

  1. – present · 1 year
    Fort Lauderdale, FL · Adviser representative · Firm CRD 106737

Credentials and registrations

Investment adviser representative registrations

Kevin Hoffmann is registered as an investment adviser representative in 2 states. Each was approved in August 2025.

  • FloridaSince 12 August 2025
  • TexasSince 6 August 2025

Examinations

Series 6525 July 2025
Name
Uniform Investment Adviser Law Examination

Key facts

CRD
8144867
Firm
Horowitz & Company · CRD 106737
Role
Chief Investment Officer
Office
901 SOUTH FEDERAL HIGHWAY, SUITE 202, Fort Lauderdale, FL 33316
Registration
Investment adviser registration
In the industry since
August 2025
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Kevin Hoffmann work?

Kevin Hoffmann has been Chief Investment Officer of Horowitz & Company, Inc. since December 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 19 March 2026

Is Kevin Hoffmann a financial advisor?

Yes. Kevin Hoffmann has a current investment-adviser registration in Florida and Texas, through Horowitz & Company since August 2025.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Kevin Hoffmann have?

Kevin Hoffmann has 1 year in the financial industry, since August 2025, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Kevin Hoffmann passed?

Kevin Hoffmann passed the Series 65 in July 2025.

Source: IAPD individual record, checked 22 October 2026

Where is Kevin Hoffmann based?

Kevin Hoffmann’s registered office is in Fort Lauderdale, FL.

Source: IAPD individual record, checked 22 October 2026

Is Kevin Hoffmann registered with FINRA?

No. Kevin Hoffmann has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Kevin Hoffmann’s record?

Search CRD 8144867 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Hoffmann’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Horowitz & Company

Sources

  1. IAPD individual record, CRD 8144867, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Horowitz & Company, Inc., filed 19 March 2026. Title, control and ownership bands.