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 operating since 1994. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that also selects and oversees third‑party advisers. Its advisory services cover financial planning and portfolio management across individuals, small businesses, pooled investment vehicles and institutional clients. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is not positioned as an active ESG investor and is not registered as a multi-state adviser. In its industry activity the firm acts in sponsor and GP roles and can serve as managing member of pooled vehicles. Howard Financial was named to CNBC’s Top 100 Financial Advisory Firms list for 2025.