CRD: 105959
William Howard & Co. Financial Advisors, Inc.
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- Custodian
- Charles Schwab & Company ยท John Hancock
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-28-1988
- Office Locations
- 2
Office Locations
About William Howard & Co. Financial Advisors, Inc.
William Howard & Co. Financial Advisors is an independent, fee-only SEC-registered firm (est. 1984) providing comprehensive financial planning and investment advisory services for individuals, professionals, business owners, and retirees nationwide. The team emphasizes collaborative, fiduciary advice across retirement and investment planning, risk management, and tax/estate/gift planning, with ongoing monitoring. Clients access accounts via a Tamarac portal; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILLIAM BARKER HOWARD JR
Chief Executive Officer, President
- CRD
- #1040874
- Ownership
- 75% or more
JAMES MICHAEL CULLEN
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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BRIAN DAMON BARTHOL
--
- CRD
- #2900440
HEATHER MARIE COULTER
Partner
- CRD
- #4207040
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $325,548,634 | $813,872 |
| Non-Discretionary | $16,502,680 | $115,403 |
| Total | $342,051,314 | $629,929 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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