Howard Financial Services, Ltd.

RIASEC RegisteredEst. 1994

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$1.1M

Accounts

1,276

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 107978
Registered since: June 23, 1994
Website: www.howardfs.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI79.9%
Pooled Investment Vehicles15.99%
Individuals2.74%
Charitable Organizations1.29%
Corporations / Businesses0.07%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Howard Financial Services, Ltd. is an independent registered investment adviser organized as a limited partnership and active since 1994. The firm positions itself as a multi-service wealth manager and capital allocator for individuals, families and institutional clients, offering financial planning and discretionary portfolio management for individuals, small businesses, pooled investment vehicles, and institutions. Services include manager selection and the sponsorship/management of pooled vehicles; the firm lists roles such as sponsor, general partner and managing member among its affiliations. Fee arrangements include a percentage of AUM, hourly charges and fixed fees. Howard Financial Services is not an active ESG investor and the adviser does not report a multistate registration footprint. The firm was named one of CNBC’s Top 100 Financial Advisory Firms in 2025.