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: 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

FINTRX

Overview

Howard Capital Management, LLC is an SEC-registered investment adviser formed as an LLC in 2008. The firm serves both individual/family and institutional clients, delivering portfolio management across individuals/small businesses, investment companies, and other business or institutional accounts. Its stated fee arrangements include percentage-of-AUM billing and subscription-style fees. The firm does not flag itself as an active ESG investor, and its profile lists no role as a capital allocator or related adviser.

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 59

Active vs passive

$6.8B in ETFs

Passive

82%

$5.6B

Active

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%

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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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