Howard-Martin Capital Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 168922
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSecurity Ratings / Pricing ServicesMarket Timing ServicesEducational Seminars / Workshops
Firm profile
FINTRXOverview
Howard Martin Capital Group, LLC is an independent registered investment advisor that focuses on providing financial planning and portfolio management services to individuals and families. The firm operates as a limited liability company and is owned by an individual. Its business activities encompass a range of advisory services, including portfolio management for both individual clients and small businesses, as well as institutions. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser.
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
- Non-Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1
Matthew Howard
Chief Executive OfficerCRD 6241807
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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