Investment adviser · CRD 107978

HOWARD FINANCIAL SERVICES, LTD.

Investment adviser filing (IA)

DALLAS, TX, United States · Form ADV filed Aug 12, 2026

Regulatory AUM: $1.4B
Client accounts: 1,276
Employees: 24
Advisory professionals: 18

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	259	$1,120,095,014	79.9%
Pooled investment vehicles	31	$224,190,632	16.0%
Individuals	151	$38,377,020	2.7%
Charities	Fewer than 5	$18,094,724	1.3%
Corporations & businesses	Fewer than 5	$1,044,750	0.1%

Filing source

Form ADV 2123123 · Aug 12, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

50+ Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

Browse the first 49 funds across 7 pages.

HFS-SLJ MINERAL PARTNERS IV, LPOther Private Fund · Last reported Aug 12, 2026$27.4MGross asset value

Form D fundraising filings

HFS-SLJ Mineral Partners - IV, LP

Auditor COHNREZNICK LLP NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

COHNREZNICK LLP
PCAOB 596

Fund details & source

Fund ID: 805-4899529108
Reported beneficial owners: 88
Minimum commitment: $100K
Form D file number: 021-391308

Form ADV 2123123 · Aug 12, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

HFS MINERAL PARTNERS V, LPOther Private Fund · Last reported Aug 12, 2026$27MGross asset value

Form D fundraising filings

HFS Mineral Partners V, LP

Auditor COHNREZNICK LLP NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

COHNREZNICK LLP
PCAOB 596

Fund details & source

Fund ID: 805-9140269056
Reported beneficial owners: 100
Minimum commitment: $100K
Form D file number: 021-450818

Form ADV 2123123 · Aug 12, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

HFS-SLJ MINERAL PARTNERS - IIIOther Private Fund · Last reported Aug 12, 2026$23.9MGross asset value

Form D fundraising filings

HFS-SLJ Mineral Partners - III, LP

Auditor COHNREZNICK LLP NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

COHNREZNICK LLP
PCAOB 596

Fund details & source

Fund ID: 805-6202562831
Reported beneficial owners: 64
Minimum commitment: $100K
Form D file number: 021-330091

Form ADV 2123123 · Aug 12, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

HFS SF APARTMENTS II, LPReal Estate Fund · Last reported Aug 12, 2026$17MGross asset value

Form D fundraising filings

HFS SF Apartments, LP

Auditor COHNREZNICK LLP NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

COHNREZNICK LLP
PCAOB 596

Fund details & source

Fund ID: 805-3352830032
Reported beneficial owners: 100
Minimum commitment: $100K
Form D file number: 021-335157

Form ADV 2123123 · Aug 12, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

HFS SMALL BALANCE RE I, LPReal Estate Fund · Last reported Aug 12, 2026$15.3MGross asset value

Form D fundraising filings

HFS Small Balance RE I, LP

Auditor COHNREZNICK LLP NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

COHNREZNICK LLP
PCAOB 596

Fund details & source

Fund ID: 805-8263665952
Reported beneficial owners: 86
Minimum commitment: $100K
Form D file number: 021-529234

Form ADV 2123123 · Aug 12, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

HFS RICHARDSON OFFICE, LPReal Estate Fund · Last reported Aug 12, 2026$13.4MGross asset value

Form D fundraising filings

HFS Richardson Office, LP

Auditor COHNREZNICK LLP NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

COHNREZNICK LLP
PCAOB 596

Fund details & source

Fund ID: 805-1740799948
Reported beneficial owners: 87
Minimum commitment: $100K
Form D file number: 021-542617

Form ADV 2123123 · Aug 12, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

HFS-SLJ MINERAL PARTNERS - IIOther Private Fund · Last reported Aug 12, 2026$12.2MGross asset value

Form D fundraising filings

HFS-SLJ Mineral Partners - II, LP

Auditor COHNREZNICK LLP NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

COHNREZNICK LLP
PCAOB 596

Fund details & source

Fund ID: 805-1208996604
Reported beneficial owners: 69
Minimum commitment: $100K
Form D file number: 021-292447

Form ADV 2123123 · Aug 12, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 12, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

8350 MEADOW ROAD, SUITE 181
DALLAS, TX, 75231, United States

CRD 107978

Filing source

Form ADV 2123123 · Aug 12, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.