Howard Capital Management, LLC

RIASEC RegisteredEst. 2008

Total AUM

$8B

Discretionary

$8B

100% of AUM

Avg account

$548K

Accounts

14,608

Employees

45

Advisory reps

27

Firm details

Headquarters: Alpharetta, Georgia
CRD number: 118070
Registered since: December 15, 2008
Website: howardcm.com
Custodians: AXOS CLEARING LLC, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Subscription Fees
Client types: Other Investment Advisers31.82%
Individuals30.66%
HNWI23.78%
Investment Companies13.04%
Corporations / Businesses0.41%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Howard Capital Management, LLC is an SEC‑registered institutional RIA organized as an LLC and operating since 2008. The firm manages portfolios for individuals and families as well as institutional clients, including investment companies and businesses. Its advisory services focus on discretionary portfolio management across those client types. Fee arrangements combine a percentage of assets under management with subscription‑style fees. The snapshot data indicates the firm is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities98%
Cash & Cash Equivalents2%

Owners & executives

2 of 2

Karen Howard
Chief Operating OfficerCRD 5050869
Ronald Howard
CEO and Portfolio ManagerCRD 2466409

Contacts

3 of 25

Coleton Staton
Sales DirectorCRD 7169413
Bailey Wakefield
Regional WholesalerCRD 7513229
Kourtney Scott
Internal ConsultantCRD 7625273

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 76

Active vs passive

$7.6B in ETFs

Passive

81%

$6.1B

Active

11%

$1.5B

ETF	Provider	Style	Category	Value	Shares	% of portfolio
PROSHARES ULTRA QQQ (QLD)	ProShares	Passive	Trading Leveraged Equity	$896M	9,258,755	11.83%

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Primary office

Alpharetta, GA

Fulton

Location

Alpharetta, GA

Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area: Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region: South
County: Fulton
Address: 415 S Broad St
Time zone: ET (UTC-5)
Office locations

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