HOWARD CAPITAL MANAGEMENT GROUP, LLC
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
FINTRXOverview
Howard Capital Management Group, LLC is an independent registered investment adviser that manages portfolios for both individuals and institutions using a fee model based on a percentage of assets under management. The firm’s activity centers on active equity allocation delivered through separately managed accounts and model-driven portfolios; its filings identify exchange-traded equities as the dominant asset class. Advisory mandates include portfolio management for individuals/small businesses as well as for businesses or institutions, indicating a client mix that spans high-net-worth households and institutional-sized accounts. The firm maintains a broad set of industry affiliations — including broker-dealer relationships, connections with other advisers, and relationships with insurance, accounting and law firms — which supports access to structuring and execution channels beyond basic custody. Howard Capital Management Group, LLC is not listed as an active ESG investor and is not classified as a capital allocator, signaling a primary focus on liquid public markets rather than direct private capital commitments.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Investment Grade Corp Bonds18%
- Public Funds/Mutual Funds10%
- US Government Bonds8%
- Cash & Cash Equivalents5%
Contacts
3 of 3DAVID ROBINSON
PresidentCRD 2665281
JASON KAPLAN
Managing PartnerCRD 2631055
MICHAEL WISSEL
Managing DirectorCRD 4119090
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$391M in ETFs
99%
$388M
<1%
$2.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $96.5M | 148,438 | 24.70% |
Location
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 11601 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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