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 registered with the SEC since 1994. The firm serves both individual/family clients and institutional accounts and describes itself as a capital allocator. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. Core advisory services include financial planning and discretionary portfolio management for individuals, small businesses, pooled investment vehicles and institutional clients, as well as manager selection. The firm acts in sponsor and general-partner roles on pooled vehicles, serving as accountant, managing member and GP for some of the funds it advises. Howard Financial Services is not positioned as an active ESG investor and is not identified as a multi-state adviser. The firm was named to CNBC’s Top 100 Financial Advisory Firms list in 2025.