William Howard & Co. Financial Advisors, Inc.
● SEC registered since 1988CRD 105959SEC# 801-31084Memphis, TN
Reg. AUM
$342.1M
Employees
10
Accounts
543
Location
Memphis, TN
William Howard & Co. Financial Advisors, Inc. assets under management
William Howard & Co. Financial Advisors, Inc. is a registered investment adviser overseen by the SEC based in Memphis, TN. The firm has been registered since 1988. It reports $342.1 million in regulatory assets under management and employs 10 people.
William Howard & Co. Financial Advisors, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Michael Cullen Control | Chief Compliance Officer | Under 5% | 2021 |
| Randal Edmond Ellzey | Vice President - Secretary/Treasurer | Under 5% | 2004 |
| William Barker Howard Control | Ceo/President | Over 75% | 1987 |
Frequently asked questions
How much does William Howard & Co. Financial Advisors, Inc. manage?
William Howard & Co. Financial Advisors, Inc. reports $342.1 million in regulatory assets under management on its Form ADV.
How many employees does William Howard & Co. Financial Advisors, Inc. have?
William Howard & Co. Financial Advisors, Inc. reports 10 employees.
Where is William Howard & Co. Financial Advisors, Inc. located?
William Howard & Co. Financial Advisors, Inc. is based in Memphis, TN and has been SEC-registered since 1988.
Does William Howard & Co. Financial Advisors, Inc. disclose fund performance?
William Howard & Co. Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6410 Poplar Ave, Suite 330, Memphis, TN 38119-4839 |
| Phone | 901-761-5068 |
| Fax | 901-761-2217 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$342.1M▲ 7%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$342.1Mregulatory AUM
Discretionary $325.5MNon-discretionary $16.5M