Howard Financial Services, Ltd.
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
FINTRXOverview
Howard Financial Services, Ltd. is an independent registered investment adviser organized as a limited partnership that has been registered with the SEC since 1994. The firm serves both individual and family clients as well as institutional investors and acts as a capital allocator in addition to providing advisory services. Its advisory offerings span financial planning, discretionary portfolio management for individuals, small businesses and pooled vehicles, management for business or institutional accounts, and selection of other advisers. Fee arrangements include a percentage of AUM as well as hourly and fixed-fee engagements. The firm markets itself beyond a single state and reports affiliations such as acting as accountant and sponsor, and serving as GP or managing member of pooled investment vehicles. Howard Financial Services was named one of CNBC’s “Top 100 Financial Advisory Firms” for 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Private Funds15%
- Cash & Cash Equivalents12%
- Exchange Traded Equities9%
- State & Local Bonds6%
Owners & executives
1 of 1Robert Post
Chief Compliance OfficerCRD 6561819
Contacts
3 of 16
John Howard
Managing Director and Director of InvestmentsCRD 4351289

James Howard
Founder and ChairmanCRD 4362521

William Gray
Portfolio ManagerCRD 4497339
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 106Active vs passive
$904M in ETFs
71%
$644M
24%
$260M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA QUALITY FACTOR ETF (QUAL) | BlackRock | Passive | Large Blend | $108M | 486,269 | 11.95% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 8350 Meadow Rd
- Time zone
- CT (UTC-6)
- Office locations
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