# Howland and Associates, LLC

> Howland and Associates, LLC is an SEC-registered investment advisory firm in St Petersburg, FL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 11, 2026.

- CRD: 106963
- Filed as: HOWLAND AND ASSOCIATES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St Petersburg, FL
- Filing period: October 2026
- Form ADV filing dated: August 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106963
- AdvisorCensus page: https://advisorcensus.com/firm/howland-and-associates-llc-st-petersburg-fl-106963

## Quick answers

**How is Howland and Associates, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Howland and Associates, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Howland and Associates, LLC located?**
Howland and Associates, LLC's principal office is in St Petersburg, FL, according to its Form ADV.

**Is Howland and Associates, LLC registered with the SEC or a state?**
Howland and Associates, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 106963.

**How much does Howland and Associates, LLC manage?**
Howland and Associates, LLC reports $138,704,932 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (100% discretionary).

**What types of clients does Howland and Associates, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (42); individuals (other than high net worth individuals) (21); corporations or other businesses not listed above (4).

**Which custodians does Howland and Associates, LLC use?**
Howland and Associates, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Howland and Associates, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106963

**What changed in Howland and Associates, LLC's recent Form ADV filings?**
In the September 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $138,704,932
- Discretionary: $138,704,932
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $3,923,410 |
| High net worth individuals | 42 | $131,777,032 |
| Corporations or other businesses not listed above | 4 | $3,004,490 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- howlandinvest.com
- investhowland.com
- Facebook @p
- LinkedIn @alex-tavares-250759310
- LinkedIn @dee-howland-cfa-6092b0a
- LinkedIn @rob-howland-cfp®-84b838370
- LinkedIn @ross-thomas-46ab528
- YouTube @investhowland

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Howland and Associates, LLC (CRD 106963): Form ADV filing data as of October 2026.