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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Eagle optima
- Established Date
- 06-23-1994
- Office Locations
- 2
Office Locations
About Howard Financial Services, Ltd.
HFS Wealth Management (Howard Financial Services, Dallas) is a fee-only, fiduciary RIA providing financial planning and wealth management for individuals and families with complex financial profiles, including retirement transitions. Decision-making is kept in-house for a responsive client experience, with custody at Schwab. Through its affiliate HFS Capital Partners, it offers proprietary real estate and energy strategies, with principals investing alongside clients.
Team overview
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Owner & Executives
DEREK DANIEL CHILDS
Advisor, DIRECTOR OF WEALTH MANAGEMENT
- CRD
- #5541034
- Ownership
- Less than 5%
RANDALL WYATT HORTON
Portfolio Manager
- CRD
- #5450897
- Ownership
- Less than 5%
Ridge summit
Harbor insight
- CRD
- #38499
- Ownership
- 23.5%
Showing 2 of 6 owners & executives
Unlock allContacts
Chasity Marie Chavez
Associate Wealth Manager
- CRD
- #7547881
Mason Chandler Clark
Associate
- CRD
- #7072921
Value beacon
Pathway legacy
- CRD
- #35650
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,401,802,140 | $1,098,591 |
| Non-Discretionary | $0 | -- |
| Total | $1,401,802,140 | $1,098,591 |
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Separately Managed Accounts
Total SMA Asset: $1,177,611,508
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $856,934,927 | 13.3% |
| Private Funds | $695,856,933 | 10.8% |
| Cash | $270,611,030 | 4.2% |
| Equity - Exchange | $612,096,376 | 9.5% |
| Municipal Bonds | $1,211,306,513 | 18.8% |
| Corporate - Investment Grade | $1,179,090,915 | 18.3% |
| Equity - OTC | $779,617,490 | 12.1% |
| U.S. Government/Agency | $837,605,568 | 13.0% |
| Total | $6,443,119,752 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER ELEMENT | PRIME NORTH | NYE8ZCVED | OSB | 3.37% | $60,960,696 |
| HORIZON PRIME PATHWAY | HORIZON PEAK | ZE3KNF5WO | JAK | 6.63% | $69,738,446 |
| VERTEX PATHWAY | VITAL OPTIMA | 6BN35M0CY | EXYSK | 6.18% | $77,052,984 |
| EAGLE MERIDIAN ATLAS | MERIDIAN HARBOR | E3ID7XMRI | JWJL | 5.15% | $37,225,493 |
| FUSION OPTIMA | CATALYST CREST | H64DYE1WY | TXIF | 3.94% | $91,531,428 |
| VECTOR CREST | MERIDIAN BRIDGE | 2NQ4F9D3F | VIM | 0.78% | $52,208,861 |
| LEGACY MATRIX | VITAL CAPITAL | KSH5ZL9P1 | FFYD | 10.27% | $16,712,481 |
| BEACON HORIZON | PATHWAY ELEMENT | PSSE19Y4M | DWVW | 3.51% | $65,323,123 |