HOWARD FINANCIAL SERVICES, LTD. of DALLAS, TX is an SEC-registered investment adviser (CRD 107978). Regulatory assets under management: $1.4B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| James N Howard | CHAIRMAN; LIMITED PARTNER; OWNER/DIRECTOR (+1 more) | Dallas, TX |
| John T Howard | DIRECTOR OF INVESTMENTS, MANAGING DIRECTOR; MANAGING DIRECTOR; MANAGING DIRECTOR / CCO (+1 more) | Dallas, TX |
| William Loyd Gray | LIMITED PARTNER; MANAGER | Austin, TX |
| Stephen James Howard | DIRECTOR OF PRIVATE INVESTMENTS; TRUSTEE | — |
| Rachel Kay Hodges | CCO; CHIEF COMPLIANCE OFFICER | — |
| Derek Daniel Childs | DIRECTOR OF FINANCIAL PLANNING; DIRECTOR OF WEALTH MANAGEMENT; MEMBER | — |
| Lisa Smiley | DIRECTOR OF FUND OPERATIONS; TRUSTEE | — |
| HOWARD JOHN T | DIRECTOR OF INVESTMENTS; DIRECTOR OF INVESTMENTS & MANAGING DIRECTOR; DIRECTOR OF INVESTMENTS, MANAGING DIRECTOR (+6 more) | — |
| HOWARD JAMES N | LIMITED PARTNER; OWNER/DIRECTOR; VICE PRESIDENT | — |
| STUTEVILLE THERESA MARIE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/MANAGER; CHIEF COMPLIANCE OFFICER/PRESIDENT (+1 more) | — |
| CHAMBERLAIN BRITON MICHAEL | CHIEF COMPLIANCE OFFICER / DIRECTOR OF OPERATIONS | — |
| MORGAN ROSS CHRISTOPHER | FINANCIAL PLANNING CONSULTANT | — |
| DOWLING GREGORY MICHAEL | DIRECTOR OF FINANCIAL PLANNING; MANAGER | — |
| JUSTICE ROBERT WAYNE | CONSULTANT; FINANCIAL PLANNING CONSULTANT | — |
| STRODEL DANIEL | MANAGING DIRECTOR | — |
| RAMSEY JEFFREY ERIC | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | — |
| KAISER WILLIAM KNOWIS | CONSULTANT | — |
| HOWARD STEPHEN JAMES | ASSISTANT DIRECTOR OF INVESTMENTS; DIRECTOR OF PRIVATE INVESTMENTS; TRUSTEE | — |
| PARKER AMY HOWARD | TRUSTEE | — |
| HODGES RACHEL KAY | CCO | — |
| CHILDS DEREK DANIEL | MEMBER | — |
| Smiley Lisa | TRUSTEE | — |
| Randall Wyatt Horton | DIRECTOR OF PUBLIC INVESTMENTS; LIMITED PARTNER; MANAGER | — |