William Howard & Co. Financial Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Memphis, TN.
Assets Under Management
$342M
Employees
10
Offices
--
Total Clients
176
Primary office
MEMPHIS, TN
6410 POPLAR AVE, SUITE 330, MEMPHIS, TN, United States
Top client segmentIndividuals represent 53.4% of total clients.
Top client categories% of clientsClients
1
Individuals
53.4%
94
2
HNWI
41.5%
73
3
Pension Plans
5.1%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$342Mas of March 10, 2026
Discretionary95.2%
$326M
95% of total RAUM95.2%
Non-discretionary4.8%
$17M
5% of total RAUM4.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$342M
Total Accounts543
10Y AUM Change+$144M (+72.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee18:1
10Y Employee Change+4 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.