Howard Capital Management Group, LLC

RIASEC RegisteredEst. 2020

Total AUM

$2.6B

Discretionary

$2.6B

100% of AUM

Avg account

$1.8M

Accounts

1,442

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 310510
Registered since: September 21, 2020
Website: www.howardcm.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI74.42%
Corporations / Businesses18.75%
Charitable Organizations3.28%
Individuals3.17%
Pension & Profit Sharing Plans0.39%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Howard Capital Management Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2020. The firm manages fee-based discretionary portfolios for both individual and family clients as well as institutional and business clients, with advisory activity focused on portfolio management for individuals/small businesses and for businesses or institutions. Fee arrangements are based on a percentage of assets under management. The firm's regulatory profile indicates it is not designated as an active ESG investor and is not listed as a multi-state adviser; it also is not described as a capital allocator in the snapshot, though its industry affiliations include sponsor and GP roles for pooled vehicles and a range of other brokerage, advisory and service relationships.