Howard Financial Services, Ltd.
● SEC registered since 1994CRD 107978SEC# 801-46741Dallas, TX
Ranks #2,599 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.4B
Fund GAV
$224.2M
Private funds
31
Employees
24
Accounts
1,276
Location
Dallas, TX
Howard Financial Services, Ltd. assets under management
Howard Financial Services, Ltd. operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 1994. It reports $1.4 billion in regulatory assets under management and employs 24 people. Howard Financial Services, Ltd. manages 31 private funds with combined gross assets of $224.2 million, including Hfs-Slj Mineral Partners IV, LP. By regulatory assets, it ranks 2,599 of 6,004 private fund managers.
Howard Financial Services, Ltd. private funds
31 funds · $224.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Hfs-Slj Mineral Partners IV, LP | Other Private | $27.4M | $100K |
| Hfs Mineral Partners V, LP | Other Private | $27M | $100K |
| Hfs-Slj Mineral Partners - III | Other Private | $23.9M | $100K |
See all 31 funds — unlock the full record.
Join to unlock · $37/moHoward Financial Services, Ltd. owners & executives
25 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Apache Acquisitions, Ltd. | Limited Partner | 10-25% | 2009 |
| Derek Daniel Childs Control | Director Of Wealth Management | Under 5% | 2009 |
| Fountainhead Wealth, LP | Limited Partner | 10-25% | 2013 |
See all 25 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Howard Financial Services, Ltd. manage?
Howard Financial Services, Ltd. reports $1.4 billion in regulatory assets under management on its Form ADV.
How many private funds does Howard Financial Services, Ltd. manage?
Howard Financial Services, Ltd. manages 31 private funds with combined gross assets of $224.2 million.
How many employees does Howard Financial Services, Ltd. have?
Howard Financial Services, Ltd. reports 24 employees.
Where is Howard Financial Services, Ltd. located?
Howard Financial Services, Ltd. is based in Dallas, TX and has been SEC-registered since 1994.
Does Howard Financial Services, Ltd. disclose fund performance?
Howard Financial Services, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8350 Meadow Road, Suite 181, Dallas, TX 75231 |
| Phone | 214-346-0785 |
| Fax | 214-346-0794 |
| Office hours | 8:Ooam-5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1768130 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.4B▼ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
AUM vs fund managersTop 43%
Larger than 57% of 6,004 private-fund managers
Number of fundsTop 7%
More funds than 93% of fund managers
EmployeesTop 21%
More than 79% of 16,825 advisers
Assets under management
$1.4Bregulatory AUM
Discretionary $1.4B
Fund type mix
Real Estate20
Other Private10
Hedge1
Service providers
Auditor
Custodian