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HOWLAND ADVISORY CORPORATION

Advisory

DALLAS, TX

Data as of Feb 14, 2026 · Source: SEC Form ADV

Rank in TX
#1,991
of 2,813 advisers by AUM
AUM CAGR, 3 year
0.0%
compound annual growth
Average account
$643K
across 46 accounts
AUM per adviser
$30M
1 adviser
Filing history
10
filings since 2001

Source: SEC Form ADV. Figures as filed Feb 14, 2026.

Total AUM
$30M
1-Year AUM Growth
—
3-Year CAGR
0.0%
Employees
2
Assets Under Management
Total AUM$30M
Discretionary AUM$26M
Non-Discretionary AUM$4M
Discretionary %87.1%
Total Clients18
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record10
First FilingMar 26, 2001
Latest FilingFeb 14, 2026
Full AUM trend chart and 10 historical filings spanning 25+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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