HOWARD CAPITAL MANAGEMENT, INC.
Firm details
- Headquarters
- ROSWELL, Georgia
- CRD number
- 118070
- Registered since
- December 15, 2008
- Website
- www.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
FINTRXOverview
Howard Capital Management, Inc. is a corporate SEC-registered investment adviser (registered in 2008) that provides portfolio management services to individuals and small businesses, investment companies, and institutional or business clients. The firm serves both individual/family and institutional clients and charges a mix of percentage-of-AUM fees and subscription fees. It reports domestic/individual ownership, does not characterize itself as a multi-state adviser, and does not identify as an active ESG investor. The firm is not labeled as a capital allocator in the provided data.
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 Equities98%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2KAREN HOWARD
Chief Operating OfficerCRD 5050869
RONALD HOWARD
CEO and Portfolio ManagerCRD 2466409
Contacts
3 of 24Coleton Staton
Sales DirectorCRD 7169413
Bailey Wakefield
Regional WholesalerCRD 7513229
Kourtney Scott
Internal ConsultantCRD 7625273
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$6.8B in ETFs
82%
$5.6B
9%
$1.2B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $1.2B | 12,760,579 | 17.12% |
Location
ROSWELL, GA
FULTON
Location
ROSWELL, GA
Headquartered in ROSWELL, 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
- 1145 Hembree Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
JOURNEY BEYOND WEALTH
RIAROSWELL, GA
COMMONWEALTH FINANCIAL PLANNERS INC
RIAROSWELL, GA
PARK SQUARE FINANCIAL GROUP LLC
RIAROSWELL, GA
ST. JOHN & ASSOCIATES, INC.
RIAROSWELL, GA
VICKERY CREEK CAPITAL MANAGEMENT
RIAROSWELL, GA
BARNARD FINANCIAL GROUP, LLC
RIAROSWELL, GA