HOWARD FINANCIAL SERVICES, LTD.

CRD 107978 · SEC 801-46741

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8350 MEADOW ROAD, SUITE 181, DALLAS, TX, 75231, United States

Phone

214-346-0785

Fax

214-346-0794

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.40B

Discretionary AUM

$1.40B

Team

24 total employees; 18 advisory reps; 9 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Partnership

Filing date

2026-06-19

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	151	$38.4M
High net worth individuals	259	$1.12B
Pooled investment vehicles	31	$224.2M
Charitable organizations	3	$18.1M
Corporations/business entities	2	$1.0M

States served

CA, CO, LA, NY, NC, TX

All web addresses on file

HTTP://WWW.HFS-WM.COM
HTTP://WWW.HFS-CP.COM
http://www.howardfs.com/
https://www.linkedin.com/company/howard-financial-services

Official SEC filing: View on IAPD