WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC.
Firm details
- Headquarters
- MEMPHIS, Tennessee
- CRD number
- 105959
- Registered since
- January 28, 1988
- Website
- www.whcfa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.96%
- Individuals9.81%
- Pension & Profit Sharing Plans0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
William Howard & Co Financial Advisors, Inc. is an independent registered investment adviser organized as a corporation and in operation since 1988. The firm serves both individual and family clients as well as institutional relationships, offering financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. Advisory services also include educational seminars and workshops. Compensation is drawn from a mix of percentage-of-AUM fees alongside hourly and fixed-fee engagements. FINTRX flags the firm as not being an active ESG investor and not designated as a multi-state adviser on its filing.
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 Funds78%
- US Government Bonds12%
- Cash & Cash Equivalents6%
- Non-Exchange Traded Equities4%
- State & Local Bonds1%
Contacts
3 of 6HEATHER COULTER
Financial PlannerCRD 4207040
WILLIAM HOWARD
PresidentCRD 1040874
RANDAL ELLZEY
Vice PresidentCRD 1706555
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$118M in ETFs
99%
$117M
1%
$1.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $26.3M | 40,329 | 22.31% |
Location
MEMPHIS, TN
SHELBY
Location
MEMPHIS, TN
Headquartered in MEMPHIS, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.
- Metro area
- Memphis-Forrest City, TN-MS-AR
- Region
- South
- County
- SHELBY
- Address
- 6410 Poplar Ave
- Time zone
- CT (UTC-6)
- Office locations
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