HOWARD FINANCIAL SERVICES, LTD.
CRD #107978 SEC #801-46741 DALLAS, TX 214-346-0785
SEC Registered Private Funds
Total AUM
$1.4B
Discretionary
$1.4B
Employees
24
Clients
10
Accounts
1,485
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.4B | $1.4B | $1.5M | 24 | 9 |
| Dec 2024 | $1.3B | $1.3B | $6.3M | 23 | 8 |
| Apr 2024 | $1.3B | $1.3B | $6.3M | 23 | 8 |
| Apr 2024 | $1.3B | $1.3B | $6.3M | 23 | 8 |
| Mar 2024 | $1.3B | $1.3B | $6.3M | 23 | 8 |
| Mar 2023 | $988.5M | $980.4M | $8.1M | 22 | 4 |
| Jul 2022 | $980M | $970.5M | $9.5M | 18 | 7 |
| Mar 2022 | $937.9M | $928.5M | $9.5M | 18 | 7 |
| Jan 2022 | $762.6M | $746.1M | $16.5M | 18 | 4 |
| Dec 2021 | $762.6M | $746.1M | $16.5M | 18 | 4 |
| May 2021 | $762.6M | $746.1M | $16.5M | 18 | 4 |
| Mar 2021 | $762.6M | $746.1M | $16.5M | 18 | 4 |
| Aug 2020 | $701.4M | $644.9M | $56.6M | 18 | 15 |
| Jun 2020 | $701.4M | $644.9M | $56.6M | 18 | 15 |
| May 2020 | $701.4M | $644.9M | $56.6M | 18 | 15 |
| Mar 2020 | $701.4M | $644.9M | $56.6M | 18 | 15 |
| Jun 2019 | $624.6M | $624.1M | $542.7K | 16 | 27 |
| May 2019 | $624.6M | $624.1M | $542.7K | 16 | 27 |
| Mar 2019 | $624.6M | $624.1M | $542.7K | 16 | 27 |
| May 2018 | $665.6M | $614.8M | $50.8M | 13 | 414 |
| Mar 2018 | $665.6M | $614.8M | $50.8M | 13 | 414 |
| Sep 2017 | $939M | $593M | $346M | 14 | 300 |
| Aug 2017 | $881.3M | $540.4M | $340.9M | 14 | 300 |
| Feb 2017 | $881.3M | $540.4M | $340.9M | 14 | 300 |
| Sep 2016 | $791M | $460.7M | $330.2M | 13 | 300 |
| May 2016 | $791M | $460.7M | $330.2M | 13 | 300 |
| Mar 2016 | $791M | $460.7M | $330.2M | 12 | 300 |
| Dec 2015 | $807.8M | $453.9M | $354M | 12 | 300 |
| Aug 2015 | $807.8M | $453.9M | $354M | 12 | 300 |
| May 2015 | $822.4M | $480.8M | $341.6M | 13 | 300 |
| Mar 2015 | $807.8M | $453.9M | $354M | 12 | 300 |
| Oct 2014 | $789.6M | $513.8M | $275.8M | 12 | 300 |
| Aug 2014 | $789.6M | $513.8M | $275.8M | 12 | 300 |
| Jul 2014 | $789.6M | $513.8M | $275.8M | 12 | 300 |
| Mar 2014 | $789.6M | $513.8M | $275.8M | 12 | 300 |
| Dec 2013 | $769.4M | $512.4M | $257M | 12 | 300 |
| Jul 2013 | $743.5M | $473.7M | $269.7M | 10 | 300 |
| Mar 2013 | $743.5M | $473.7M | $269.7M | 10 | 300 |
| Oct 2012 | $729.7M | $457.3M | $272.4M | 11 | 400 |
| Apr 2012 | $786.2M | $490.7M | $295.5M | 11 | 400 |
| Mar 2012 | $786.2M | $490.7M | $295.5M | 11 | 400 |
| Jul 2011 | $804.5M | $505M | $299.5M | -- | -- |
| Jul 2011 | $804.5M | $505M | $299.5M | -- | -- |
| May 2011 | $804.5M | $505M | $299.5M | -- | -- |
| Apr 2011 | $804.5M | $505M | $299.5M | -- | -- |
| Mar 2011 | $804.5M | $505M | $299.5M | -- | -- |
| Mar 2007 | $329.3M | $195.1M | $134.2M | 10 | -- |
| Mar 2006 | $301.2M | $121.3M | $180M | 10 | -- |
| Jun 2004 | $125.2M | $54.7M | $70.4M | 5 | -- |
| Mar 2004 | $125.2M | $54.7M | $70.4M | 5 | -- |
| Apr 2002 | $83.1M | $0 | $83.1M | 5 | -- |
DateMar 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.5M
Employees24
Clients9
DateDec 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$6.3M
Employees23
Clients8
DateApr 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$6.3M
Employees23
Clients8
DateApr 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$6.3M
Employees23
Clients8
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$6.3M
Employees23
Clients8
DateMar 2023
Total AUM$988.5M
Discretionary$980.4M
Non-Disc.$8.1M
Employees22
Clients4
DateJul 2022
Total AUM$980M
Discretionary$970.5M
Non-Disc.$9.5M
Employees18
Clients7
DateMar 2022
Total AUM$937.9M
Discretionary$928.5M
Non-Disc.$9.5M
Employees18
Clients7
DateJan 2022
Total AUM$762.6M
Discretionary$746.1M
Non-Disc.$16.5M
Employees18
Clients4
DateDec 2021
Total AUM$762.6M
Discretionary$746.1M
Non-Disc.$16.5M
Employees18
Clients4
DateMay 2021
Total AUM$762.6M
Discretionary$746.1M
Non-Disc.$16.5M
Employees18
Clients4
DateMar 2021
Total AUM$762.6M
Discretionary$746.1M
Non-Disc.$16.5M
Employees18
Clients4
DateAug 2020
Total AUM$701.4M
Discretionary$644.9M
Non-Disc.$56.6M
Employees18
Clients15
DateJun 2020
Total AUM$701.4M
Discretionary$644.9M
Non-Disc.$56.6M
Employees18
Clients15
DateMay 2020
Total AUM$701.4M
Discretionary$644.9M
Non-Disc.$56.6M
Employees18
Clients15
DateMar 2020
Total AUM$701.4M
Discretionary$644.9M
Non-Disc.$56.6M
Employees18
Clients15
DateJun 2019
Total AUM$624.6M
Discretionary$624.1M
Non-Disc.$542.7K
Employees16
Clients27
DateMay 2019
Total AUM$624.6M
Discretionary$624.1M
Non-Disc.$542.7K
Employees16
Clients27
DateMar 2019
Total AUM$624.6M
Discretionary$624.1M
Non-Disc.$542.7K
Employees16
Clients27
DateMay 2018
Total AUM$665.6M
Discretionary$614.8M
Non-Disc.$50.8M
Employees13
Clients414
DateMar 2018
Total AUM$665.6M
Discretionary$614.8M
Non-Disc.$50.8M
Employees13
Clients414
DateSep 2017
Total AUM$939M
Discretionary$593M
Non-Disc.$346M
Employees14
Clients300
DateAug 2017
Total AUM$881.3M
Discretionary$540.4M
Non-Disc.$340.9M
Employees14
Clients300
DateFeb 2017
Total AUM$881.3M
Discretionary$540.4M
Non-Disc.$340.9M
Employees14
Clients300
DateSep 2016
Total AUM$791M
Discretionary$460.7M
Non-Disc.$330.2M
Employees13
Clients300
DateMay 2016
Total AUM$791M
Discretionary$460.7M
Non-Disc.$330.2M
Employees13
Clients300
DateMar 2016
Total AUM$791M
Discretionary$460.7M
Non-Disc.$330.2M
Employees12
Clients300
DateDec 2015
Total AUM$807.8M
Discretionary$453.9M
Non-Disc.$354M
Employees12
Clients300
DateAug 2015
Total AUM$807.8M
Discretionary$453.9M
Non-Disc.$354M
Employees12
Clients300
DateMay 2015
Total AUM$822.4M
Discretionary$480.8M
Non-Disc.$341.6M
Employees13
Clients300
DateMar 2015
Total AUM$807.8M
Discretionary$453.9M
Non-Disc.$354M
Employees12
Clients300
DateOct 2014
Total AUM$789.6M
Discretionary$513.8M
Non-Disc.$275.8M
Employees12
Clients300
DateAug 2014
Total AUM$789.6M
Discretionary$513.8M
Non-Disc.$275.8M
Employees12
Clients300
DateJul 2014
Total AUM$789.6M
Discretionary$513.8M
Non-Disc.$275.8M
Employees12
Clients300
DateMar 2014
Total AUM$789.6M
Discretionary$513.8M
Non-Disc.$275.8M
Employees12
Clients300
DateDec 2013
Total AUM$769.4M
Discretionary$512.4M
Non-Disc.$257M
Employees12
Clients300
DateJul 2013
Total AUM$743.5M
Discretionary$473.7M
Non-Disc.$269.7M
Employees10
Clients300
DateMar 2013
Total AUM$743.5M
Discretionary$473.7M
Non-Disc.$269.7M
Employees10
Clients300
DateOct 2012
Total AUM$729.7M
Discretionary$457.3M
Non-Disc.$272.4M
Employees11
Clients400
DateApr 2012
Total AUM$786.2M
Discretionary$490.7M
Non-Disc.$295.5M
Employees11
Clients400
DateMar 2012
Total AUM$786.2M
Discretionary$490.7M
Non-Disc.$295.5M
Employees11
Clients400
DateJul 2011
Total AUM$804.5M
Discretionary$505M
Non-Disc.$299.5M
Employees--
Clients--
DateJul 2011
Total AUM$804.5M
Discretionary$505M
Non-Disc.$299.5M
Employees--
Clients--
DateMay 2011
Total AUM$804.5M
Discretionary$505M
Non-Disc.$299.5M
Employees--
Clients--
DateApr 2011
Total AUM$804.5M
Discretionary$505M
Non-Disc.$299.5M
Employees--
Clients--
DateMar 2011
Total AUM$804.5M
Discretionary$505M
Non-Disc.$299.5M
Employees--
Clients--
DateMar 2007
Total AUM$329.3M
Discretionary$195.1M
Non-Disc.$134.2M
Employees10
Clients--
DateMar 2006
Total AUM$301.2M
Discretionary$121.3M
Non-Disc.$180M
Employees10
Clients--
DateJun 2004
Total AUM$125.2M
Discretionary$54.7M
Non-Disc.$70.4M
Employees5
Clients--
DateMar 2004
Total AUM$125.2M
Discretionary$54.7M
Non-Disc.$70.4M
Employees5
Clients--
DateApr 2002
Total AUM$83.1M
Discretionary$0
Non-Disc.$83.1M
Employees5
Clients--