L.F. HOWARD ASSOCIATES INC

Overview

L.F. Howard Associates Inc. is a small, owner-operated advisory firm that combines a legal practice background with portfolio management for individuals and small businesses. The firm’s clients include high-net-worth individuals and some institutional relationships. Investment activity is centered on liquid equity exposures, with a clear preference for exchange-traded instruments and separately managed account implementation. Fee arrangements are flexible and include a percentage of AUM, hourly charges and fixed fees. The adviser is largely discretionary in its management style and does not identify as an active ESG investor. The business integrates advisory services with a law firm platform, which can influence fee structures and client service models. Given the low number of client relationships and high average client size, the firm appears to focus on a small roster of larger relationships, delivering customized, portfolio-level advice rather than mass-market product distribution.

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Public Holdings

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Location & Offices