HOWLAND AND ASSOCIATES, LLC

CRD 106963File 801-136782

APPROVED

Retail clients

Filing as of Aug 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$138.7M

Bottom 25% of cohort (national)

Discretionary AUM

$138.7M

Clients

67 accounts

Employees

Bottom 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Aug 13, 2026
Principal office: 10261 4TH STREET N., ST PETERSBURG, FL, 33716
Phone: 813-333-2900
Website: https://www.facebook.com/p/Howland-and-Assoc-100057282798116/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $138.7M
Discretionary AUM: $138.7M
Non-discretionary AUM: $0
Discretionary accounts: 67
Non-discretionary accounts: 0
Total accounts: 67
AUM per client: $2.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$3.0M
High net worth individuals	42	$131.8M
Individuals (other than high net worth individuals)	21	$3.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Registration	—	APPROVED
Aug 17, 2026	Aum	—	138704932
Aug 17, 2026	Clients	—	67
Aug 17, 2026	Accounts	—	67
Aug 17, 2026	Employees	—	5
Aug 17, 2026	Custody	—	false
Aug 17, 2026	Disclosures	—	false

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.