# HOWARD FINANCIAL SERVICES, LTD.

HOWARD FINANCIAL SERVICES, LTD. of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 107978
- Type: SEC-registered investment adviser
- SEC file number: 801-46741
- Location: 8350 MEADOW ROAD, SUITE 181, DALLAS, TX, 75231
- Phone: 214-346-0785
- Latest filing: 2026-06-19
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Clients: 24
- Accounts: 1,276

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (23)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107978/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107978/similar
- Related entities: https://search.stillhousedata.com/firm/107978/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107978

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.