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 SEC-registered since 1994. The firm serves both individuals and families as well as institutional clients, operating as a capital allocator that constructs and manages portfolios and selects sub-advisers. Its advisory services include financial planning, portfolio management for individuals, small businesses, pooled investment vehicles and institutions, and selection of other advisers. Fee arrangements are a mix of percentage-of-AUM, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and is not flagged as a multi-state or newly formed adviser. Industry affiliations include acting as an accountant and sponsor and serving as GP/managing member of pooled investment vehicles. Howard Financial Services was named to CNBC’s Top 100 Financial Advisory Firms list for 2025.