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
35
Advisory reps
17

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 organized as an LLC and operating since the early 1970s. The firm acts as a capital allocator for a mix of individual, family and institutional clients, offering financial planning, model and bespoke portfolio management for both individual accounts and pooled vehicles, selection of outside managers, and client education through publications and seminars. Its billing is flexible—percentage of AUM, hourly fees, fixed fees and other arrangements are all used—and the firm identifies as an active ESG investor. Howland was named one of CNBC’s Top 100 Financial Advisory Firms for 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 58%, Public Funds/Mutual Funds 10%, Cash & Cash Equivalents 10%, Investment Grade Corp Bonds 8%, Private Funds 6%, Non-Exchange Traded Equities 2%, US Government Bonds 2%, State & Local Bonds 2%, Sovereign Bonds 1%, Other 1%58%
  • Exchange Traded Equities58%
  • Public Funds/Mutual Funds10%
  • Cash & Cash Equivalents10%
  • Investment Grade Corp Bonds8%
  • Private Funds6%

Owners & executives

3 of 3
  • Peter Dixon

    Peter Dixon

    Partner, Chief Investment Officer, Portfolio ManagerCRD 7021788

  • Weston Howland

    Weston Howland

    Chairman & CEOCRD 2735027

  • Daniella Macritchie

    Daniella Macritchie

    Partner, Chief Operating OfficerCRD 7708554

Contacts

3 of 14
  • Maureen Quigley

    Maureen Quigley

    Portfolio ManagerCRD 5098546

  • Lisa MacEwen

    Lisa MacEwen

    Human Resources ManagerCRD 6426873

  • Andrew Dupee

    Andrew Dupee

    Portfolio ManagerCRD 4558538

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

ETF holdings

1 of 89

Active vs passive

$719M in ETFs

Passive

96%

$689M

Active

4%

$30.9M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND (VEU)VanguardPassiveForeign Large Blend$183M2,188,03025.47%
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Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
75 Federal St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth