WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC.
CRD #105959 SEC #801-31084 MEMPHIS, TN 901-761-5068
SEC Registered
Total AUM
$320.7M
Discretionary
$303.8M
Employees
10
Clients
26
Accounts
557
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $320.7M | $303.8M | $16.9M | 10 | 20 |
| Mar 2024 | $290.3M | $275.9M | $14.4M | 7 | 20 |
| Jul 2023 | $222M | $210.2M | $11.8M | 7 | 20 |
| Mar 2023 | $222M | $210.2M | $11.8M | 7 | 20 |
| Aug 2022 | $273.4M | $264.8M | $8.6M | 7 | 20 |
| Mar 2022 | $273.4M | $264.8M | $8.6M | 6 | 20 |
| Sep 2021 | $236.3M | $225.4M | $10.9M | 6 | 0 |
| Mar 2021 | $236.3M | $225.4M | $10.9M | 6 | 0 |
| Jun 2020 | $215.6M | $198.7M | $16.9M | 6 | 0 |
| Apr 2020 | $215.6M | $198.7M | $16.9M | 6 | 0 |
| Jul 2019 | $198.8M | $186.4M | $12.4M | 7 | 0 |
| Mar 2019 | $198.8M | $186.4M | $12.4M | 7 | 0 |
| Mar 2018 | $219.9M | $206.2M | $13.7M | 7 | 6 |
| Mar 2018 | $219.9M | $206.2M | $13.7M | 7 | 6 |
| Dec 2017 | $198M | $185.2M | $12.8M | 6 | 0 |
| Feb 2017 | $198M | $185.2M | $12.8M | 6 | 26 |
| Mar 2016 | $178.1M | $164.9M | $13.2M | 6 | 26 |
| Mar 2016 | $178.1M | $164.9M | $13.2M | 6 | 26 |
| Apr 2015 | $167.8M | $153.7M | $14.1M | 6 | 26 |
| Mar 2015 | $161.3M | $148M | $13.2M | 6 | 26 |
| Dec 2014 | $156.5M | $148.5M | $8M | 6 | 26 |
| Nov 2014 | $153.5M | $145.7M | $7.8M | 6 | 26 |
| Nov 2014 | $153.5M | $145.7M | $7.8M | 6 | 26 |
| Apr 2014 | $153.5M | $145.7M | $7.8M | 6 | 26 |
| Feb 2014 | $153.5M | $145.7M | $7.8M | 6 | 26 |
| Apr 2013 | $150.7M | $141.8M | $8.9M | 6 | 26 |
| Mar 2013 | $150.7M | $141.8M | $8.9M | 6 | 26 |
| Jul 2012 | $126.2M | $118.4M | $7.7M | 6 | 26 |
| Jul 2012 | $126.2M | $118.4M | $7.7M | 6 | 26 |
| Jul 2012 | $126.2M | $118.4M | $7.7M | 6 | 26 |
| Mar 2012 | $126.2M | $118.4M | $7.7M | 6 | 26 |
| May 2011 | $126.9M | $118.1M | $8.8M | 10 | -- |
| Feb 2011 | $126.9M | $118.1M | $8.8M | 10 | -- |
| Jan 2011 | $114.2M | $103.7M | $10.5M | 10 | -- |
| Nov 2010 | $114.2M | $103.7M | $10.5M | 10 | -- |
| May 2007 | $122.9M | $110.9M | $11.9M | 10 | -- |
| Feb 2007 | $122.9M | $110.9M | $11.9M | 10 | -- |
| Feb 2006 | $107.3M | $97.4M | $9.9M | 10 | -- |
| Mar 2002 | $66.8M | $62.8M | $4M | 10 | -- |
| Nov 2001 | $67.3M | $63.6M | $3.6M | 10 | -- |
| Aug 2001 | $67.3M | $63.6M | $3.6M | 10 | -- |
| Jul 2001 | $67.3M | $63.6M | $3.6M | 10 | -- |
| Jun 2001 | $67.3M | $63.6M | $3.6M | 10 | -- |
DateFeb 2025
Total AUM$320.7M
Discretionary$303.8M
Non-Disc.$16.9M
Employees10
Clients20
DateMar 2024
Total AUM$290.3M
Discretionary$275.9M
Non-Disc.$14.4M
Employees7
Clients20
DateJul 2023
Total AUM$222M
Discretionary$210.2M
Non-Disc.$11.8M
Employees7
Clients20
DateMar 2023
Total AUM$222M
Discretionary$210.2M
Non-Disc.$11.8M
Employees7
Clients20
DateAug 2022
Total AUM$273.4M
Discretionary$264.8M
Non-Disc.$8.6M
Employees7
Clients20
DateMar 2022
Total AUM$273.4M
Discretionary$264.8M
Non-Disc.$8.6M
Employees6
Clients20
DateSep 2021
Total AUM$236.3M
Discretionary$225.4M
Non-Disc.$10.9M
Employees6
Clients0
DateMar 2021
Total AUM$236.3M
Discretionary$225.4M
Non-Disc.$10.9M
Employees6
Clients0
DateJun 2020
Total AUM$215.6M
Discretionary$198.7M
Non-Disc.$16.9M
Employees6
Clients0
DateApr 2020
Total AUM$215.6M
Discretionary$198.7M
Non-Disc.$16.9M
Employees6
Clients0
DateJul 2019
Total AUM$198.8M
Discretionary$186.4M
Non-Disc.$12.4M
Employees7
Clients0
DateMar 2019
Total AUM$198.8M
Discretionary$186.4M
Non-Disc.$12.4M
Employees7
Clients0
DateMar 2018
Total AUM$219.9M
Discretionary$206.2M
Non-Disc.$13.7M
Employees7
Clients6
DateMar 2018
Total AUM$219.9M
Discretionary$206.2M
Non-Disc.$13.7M
Employees7
Clients6
DateDec 2017
Total AUM$198M
Discretionary$185.2M
Non-Disc.$12.8M
Employees6
Clients0
DateFeb 2017
Total AUM$198M
Discretionary$185.2M
Non-Disc.$12.8M
Employees6
Clients26
DateMar 2016
Total AUM$178.1M
Discretionary$164.9M
Non-Disc.$13.2M
Employees6
Clients26
DateMar 2016
Total AUM$178.1M
Discretionary$164.9M
Non-Disc.$13.2M
Employees6
Clients26
DateApr 2015
Total AUM$167.8M
Discretionary$153.7M
Non-Disc.$14.1M
Employees6
Clients26
DateMar 2015
Total AUM$161.3M
Discretionary$148M
Non-Disc.$13.2M
Employees6
Clients26
DateDec 2014
Total AUM$156.5M
Discretionary$148.5M
Non-Disc.$8M
Employees6
Clients26
DateNov 2014
Total AUM$153.5M
Discretionary$145.7M
Non-Disc.$7.8M
Employees6
Clients26
DateNov 2014
Total AUM$153.5M
Discretionary$145.7M
Non-Disc.$7.8M
Employees6
Clients26
DateApr 2014
Total AUM$153.5M
Discretionary$145.7M
Non-Disc.$7.8M
Employees6
Clients26
DateFeb 2014
Total AUM$153.5M
Discretionary$145.7M
Non-Disc.$7.8M
Employees6
Clients26
DateApr 2013
Total AUM$150.7M
Discretionary$141.8M
Non-Disc.$8.9M
Employees6
Clients26
DateMar 2013
Total AUM$150.7M
Discretionary$141.8M
Non-Disc.$8.9M
Employees6
Clients26
DateJul 2012
Total AUM$126.2M
Discretionary$118.4M
Non-Disc.$7.7M
Employees6
Clients26
DateJul 2012
Total AUM$126.2M
Discretionary$118.4M
Non-Disc.$7.7M
Employees6
Clients26
DateJul 2012
Total AUM$126.2M
Discretionary$118.4M
Non-Disc.$7.7M
Employees6
Clients26
DateMar 2012
Total AUM$126.2M
Discretionary$118.4M
Non-Disc.$7.7M
Employees6
Clients26
DateMay 2011
Total AUM$126.9M
Discretionary$118.1M
Non-Disc.$8.8M
Employees10
Clients--
DateFeb 2011
Total AUM$126.9M
Discretionary$118.1M
Non-Disc.$8.8M
Employees10
Clients--
DateJan 2011
Total AUM$114.2M
Discretionary$103.7M
Non-Disc.$10.5M
Employees10
Clients--
DateNov 2010
Total AUM$114.2M
Discretionary$103.7M
Non-Disc.$10.5M
Employees10
Clients--
DateMay 2007
Total AUM$122.9M
Discretionary$110.9M
Non-Disc.$11.9M
Employees10
Clients--
DateFeb 2007
Total AUM$122.9M
Discretionary$110.9M
Non-Disc.$11.9M
Employees10
Clients--
DateFeb 2006
Total AUM$107.3M
Discretionary$97.4M
Non-Disc.$9.9M
Employees10
Clients--
DateMar 2002
Total AUM$66.8M
Discretionary$62.8M
Non-Disc.$4M
Employees10
Clients--
DateNov 2001
Total AUM$67.3M
Discretionary$63.6M
Non-Disc.$3.6M
Employees10
Clients--
DateAug 2001
Total AUM$67.3M
Discretionary$63.6M
Non-Disc.$3.6M
Employees10
Clients--
DateJul 2001
Total AUM$67.3M
Discretionary$63.6M
Non-Disc.$3.6M
Employees10
Clients--
DateJun 2001
Total AUM$67.3M
Discretionary$63.6M
Non-Disc.$3.6M
Employees10
Clients--