Jason Howell Company

What Jason Howell Company does

Jason Howell Company is a boutique registered investment adviser headquartered in Northern Virginia (Vienna, VA) that provides integrated family wealth management services to first-generation wealth families, Gen X and Baby Boomer households, and family business owners with sub-$100M enterprises. The firm is owned and operated by two principals — Jason J. Howell, CFP®, CPWA®, CSRIC® (President) and Douglas W. Tees, MBA, CFP®, CAP®, CBDA® (COO) — supported by one part-time virtual assistant, Donna Camacho. Founded around 2015 and marking its 10-year anniversary in 2025-2026, the firm has remained bootstrapped and independent, with no external funding and no disclosed revenue.

The firm's service offering is built around three pillars — Family Governance, Sustainable Investing (SRI/ESG), and Proactive Philanthropy — wrapped into a comprehensive 7-element financial planning engagement. Its proprietary 7-step Family Governance process is the principal differentiator: it guides client families through a structured methodology that produces a written "Family Constitution" codifying values, traditions, and wealth stewardship across up to three generations. Investment management is built on adaptive efficient market theory integrated with ESG criteria, and the firm coordinates a "Virtual Family Office" network of strategic partners spanning estate planning, tax, insurance, concierge medical care, daily money management, and non-bank trust services.

The business model is fee-based advisory revenue, recurring in nature, billed annually on assets under management consistent with fiduciary RIA standards. Specific fee schedules are not publicly disclosed; the funnel begins with a complimentary introductory consultation call scheduled via Calendly. Distribution is entirely direct-to-client, with no channel partners or resellers. Client acquisition is driven by content marketing (monthly "Letter to Stakeholders" blog, videos, podcast appearances), earned media (Forbes, CNBC, NYT, Washington Business Journal, Investopedia Top 100 in 2023), referral networks across the Washington, DC / Northern Virginia metro, and academic positioning at George Mason University's Costello College of Business. The firm serves clients virtually throughout the United States in addition to in-person meetings in the DC metro.

Name

Jason Howell Company

Legal name

Jason Howell Company

Website

https://jasonhowell.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Jason Howell Company is a Northern Virginia-based boutique registered investment adviser serving first-generation wealth families and family business owners with integrated family governance, sustainable (SRI/ESG) investing, and multi-generational financial planning services, delivered by two principals and a part-time virtual assistant.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Management Consulting Services (54161)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

akta.pro secondary industries

Family Office Services (Single & Multi-Family Office) (FSABADAF), Family Business & Succession Advisory (FSAAADAL)

Keywords

• Family wealth management
• Investment advisory services
• Financial planning
• Sustainable investing
• Family governance advisory

Headquarters

HQ city

Fairfax

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Investment Advisory Fees: Jason Howell Company is a registered investment adviser offering advisory services in the State of Virginia and other jurisdictions. As a fiduciary firm, revenue is derived from advisory fees charged for investment management and financial planning services, typically based on assets under management (AUM). The firm describes itself as a fiduciary, implying fee-only or fee-based compensation structures aligned with client interests.
2. Financial Planning Services: The firm provides comprehensive financial planning services including investment strategy, family governance, sustainable investing (SRI/ESG), and proactive philanthropy. Revenue is generated through ongoing advisory engagements with client families.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Core offering

Jason Howell Company is a registered investment advisory firm that delivers fee-based family wealth management to high-net-worth and first-generation wealth families. Its core offerings integrate comprehensive financial planning, sustainable (SRI/ESG) investment management, proactive philanthropy guidance, and a proprietary 7-step Family Governance process that produces a written Family Constitution. Services are delivered as ongoing advisory engagements, supported by a virtual family office model that coordinates complementary specialists such as estate planners, CPAs, insurance brokers, and concierge medical providers.

Product overview

Jason Howell Company is a family wealth management firm offering an integrated suite of services built around three core pillars: Family Governance, Sustainable Investing (SRI/ESG), and Proactive Philanthropy. The firm provides comprehensive financial planning with a unique 7-step family governance process that helps families create a family constitution, alongside investment management and strategic partner coordination through a virtual family office model. The firm serves first-generation wealth families and family businesses in the Washington, DC area, with typical clients being Gen Xers and Baby Boomers transitioning from earning wealth to owning and distributing family wealth.

Differentiator

Problem solved

Functional benefit

Products and services

• Family Governance A structured 7-step advisory process for families to create harmony, preserve history, and nurture values and wealth through purposeful structure and stewardship, culminating in a written family constitution; intended for first-generation wealth and multi-generational families.
• Sustainable Investing (SRI/ESG) Values-aligned investment management approach matching family values derived from the Family Constitution with sustainable investing strategies incorporating environmental, social, and governance (ESG) factors and adaptive efficient market theory.
• Proactive Philanthropy Advisory service guiding clients on proactive charitable giving during their lifetimes and beyond, helping families determine how much they can afford to give while living to causes aligned with their values.
• Financial Planning Comprehensive 7-element family wealth management engagement covering earning, spending, taxes, cash management, credit, risk management, and legacy planning for high-net-worth individuals and families.
• Virtual Family Office A coordination model that brings together strategic partners including estate planners, tax planners, insurance agents, concierge medical care providers, daily money managers, and non-bank trust services to provide family-office-quality wealth management to clients.
• Family Wealth Management Core wealth management engagement integrating family governance, traditional financial planning, sustainable investing, and proactive philanthropy for families navigating first-generation wealth transitions.
• JOY of Financial Planning (book) Book authored by Jason Howell presenting 7 strategies for transforming finances and reclaiming the American Dream, with the first strategy focused on family governance; serves as a thought leadership asset for the firm.

Quantifiable outcome

• Target: Transform ambitious regular-net-worth families to high-net-worth families ($5 million net worth or more) within one generation.
• +1 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Nine partnerships are on record, tiered core and minor.

• George Mason University — Financial Planning and Wealth Management Advisory BoardcoreStrategic or Co-development PartnerJason Howell serves as the founding Council Chair for Mason's Financial Planning and Wealth Management Advisory Board at the Costello College of Business. He also teaches the next generation of financial advisers in Mason's 'Introduction to Financial Planning and Wealth Management' course. He has spent many years serving on Mason's School of Business Alumni Board.
• Donna Camacho / DCVA SupportcoreImplementation/ SI/ Consulting PartnerDonna Camacho owns an independent virtual assistant company (DCVA Support) and works with Jason Howell Company exclusively on a part-time basis, providing administrative and operational support. She brings 20 years of administrative and operational skills, with the past ten years specifically in the financial industry. She received the firm's Code of Ethics, Compliance Certification, and Security policy.
• Kevin Martin, Attorney at Law, PLLCcoreStrategic or Co-development PartnerAttorney Kevin Martin is a strategic partner who has conducted interviews with Jason Howell Company on identity protection and privacy topics. Kevin Martin specializes in privacy protection for clients who have had some success and want to retain some anonymity. He recommended the book 'The End of the World is Just the Beginning' by Peter Zeihan.
• Wealth Within (Australia)minorStrategic or Co-development PartnerJason Howell appeared as a guest on the 'Talking Wealth' podcast hosted by Dale Gillham and Janine Cox of Wealth Within (Australia). Wealth Within was co-founded in 2002 and provides financial education solutions. Both Jason Howell and Wealth Within share a book publisher (Mascot Books).
• Concierge Medical Care ProvidersminorStrategic or Co-development PartnerThe firm has held conversations with family office style strategic partners offering concierge medical care services, representing a strategic partnership to provide comprehensive client services.
• Daily Money Management ServicesminorStrategic or Co-development PartnerThe firm has held conversations with family office style strategic partners offering daily money management services, representing a strategic partnership to provide comprehensive client services.
• Non-Bank Trust Services ProvidersminorStrategic or Co-development PartnerThe firm has held conversations with non-bank trust service providers as part of its family office style strategic partner network.
• Non-Traditional Investment ProvidersminorStrategic or Co-development PartnerThe firm is in ongoing conversations with providers of non-traditional investment offerings, expanding the range of investment options available to client families.
• Estate Planners, Tax Planners, Insurance Brokers, CPAscoreImplementation/ SI/ Consulting PartnerThe firm builds a 'team of advisors' for each client, including introductions to estate planners, tax preparers/CPA, estate attorneys, insurance brokers, and mortgage lenders. The firm hosts joint meetings with multiple advisors so clients can see their full advisory team together. These are treated as strategic partners essential to comprehensive family wealth management.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Aspiriant: Fee-only, fiduciary wealth management firm serving HNW individuals and families with comprehensive financial planning, investment management and family governance. Closest mid-market direct comp to Jason Howell Company in terms of size, business model, and HNW family focus.
• Homrich Berg: Fee-only, fiduciary wealth management firm serving HNW individuals and families with comprehensive planning, investment management and family office services. Closely comparable to Jason Howell Company in independent, fee-only model and HNW family focus, but with a larger national footprint.
• Glenmede: Independent, privately held investment and wealth management firm with a multi-family office and endowment-style investment approach. Comparable to Jason Howell Company in its independent, fee-only fiduciary model and focus on multi-generational families, but at significantly greater scale.
• Carson Group: RIA platform and coaching organization providing wealth management, investment, and practice-management services to financial advisers serving HNW clients. Comparable in client segment and service breadth, but operates as a national aggregator with technology, coaching and back-office infrastructure that Jason Howell Company lacks.
• Bessemer Trust: Multi-family office serving HNW and ultra-HNW families with investment management, wealth planning, and family governance services. Most direct comp to Jason Howell Company's family-office-style offering, though Bessemer serves a higher net-worth tier and is a much larger institution.
• Mariner Wealth Advisors: Large independent RIA platform offering comprehensive wealth advisory, tax, estate, and family office services to HNW families. Comparable to Jason Howell Company in service mix, but Mariner has scaled aggressively through acquisitions and has substantially more resources and a national footprint.

Emerging players

• Facet Wealth: Tech-enabled, flat-fee financial planning firm targeting HNW households with a hybrid digital-plus-CFP delivery model. Comparable client segment to Jason Howell Company (HNW families seeking fiduciary advice), but with a fundamentally different, lower-fee, technology-led business model that could pressure traditional boutique RIAs over time.

Broad incumbents

• Edelman Financial Engines: One of the largest independent RIAs in the U.S., combining Edelman Financial with the Financial Engines digital platform. Overlaps with Jason Howell Company in financial planning and investment management, but operates at a vastly larger scale across the mass-affluent and HNW segments.
• Goldman Sachs Personal Financial Management (formerly United Capital): Acquired United Capital to build a national HNW wealth management franchise. Direct comp to Jason Howell Company's 'anti-big-box' positioning in that it pursues the same HNW family segment with a planning-led approach, but with brand, technology and balance-sheet resources no boutique can match.

Regional players

• Brown Brothers Harriman Trust Company: Private bank and trust company offering multi-family office, trust administration, and investment management services to HNW and ultra-HNW families. Comparable in family-office and trust-adjacent service mix, but historically focused on the Northeast and at a higher net-worth threshold.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/in/jasonhowell
• Facebookfacebook.com/JasonHowellCompany

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Jason Howell Company