HOWLAND CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 1972

Total AUM

$3.7B

Discretionary

$3.7B

100% of AUM

Avg account

$1.9M

Accounts

2,010

Employees

Advisory reps

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 104726
Registered since: February 9, 1972
Website: www.howlandcapital.com
Custodians: NATIONAL ADVISOR HOLDINGS, INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI51.26%
Individuals36.07%
Charitable Organizations10.04%
Corporations / Businesses1.98%
Pension & Profit Sharing Plans0.66%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Howland Capital Management LLC is an independent registered investment adviser that blends equity-focused portfolio management with financial planning and multi-client solutions. The firm acts as a capital allocator for both individuals and institutions, running discretionary portfolios and pooled vehicles while also providing fee models that include percentage of AUM, hourly and fixed-fee arrangements. Howland publishes client-facing material and runs educational seminars, and it includes ESG considerations among its active investment preferences. Investment activity centers on exchange-traded equities as the dominant sleeve, supplemented by ETFs and select mutual funds. The firm engages third-party managers and performs manager selection for certain allocations, and it operates private investment vehicles (six funds classified as Other). Howland was recognized in industry listings, appearing among CNBC’s Top 100 Financial Advisory Firms for 2025.