Howard Capital Management, LLC

RIASEC Registered

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: 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 institutional registered investment adviser organized as an LLC. The firm is SEC registered (2008) and serves both individual and family clients as well as institutional investors. Its advisory services emphasize discretionary portfolio management across individuals/small businesses, investment companies, and corporate or institutional accounts. Fee arrangements include a percentage-of-assets model and subscription fees. Public filings indicate the firm is not an active ESG investor and does not position itself as a capital allocator.

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

Ronald Howard
CEO and Portfolio ManagerCRD 2466409
Karen Howard
Chief Operating OfficerCRD 5050869

Contacts

3 of 25

Byron Preuss
Executive Vice PresidentCRD 3260691
Carlos Polanco-Rojas
Internal WholesalerCRD 7050578
Nathan Simpson
Trading and Operations ManagerCRD 6162677

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 74

Active vs passive

$7.3B in ETFs

Passive

81%

$5.9B

Active

10%

$1.4B

ETF	Provider	Style	Category	Value	Shares	% of portfolio
PROSHARES ULTRA S&P500 (SSO)	ProShares	Passive	Trading Leveraged Equity	$886M	12,781,294	12.15%

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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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