Howard Financial Services, Ltd.

RIASEC Registered

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 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.