Howard-Martin Capital Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 168922
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSecurity Ratings / Pricing ServicesMarket Timing ServicesEducational Seminars / Workshops
Firm profile
FINTRXOverview
Howard-Martin Capital Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and bills through a mix of percentage-of-AUM fees, hourly charges, and fixed fees. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutional/business clients, plus work in security ratings/pricing, market-timing services, and educational seminars or workshops. The firm is not positioned as a capital allocator to outside managers, does not identify as an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Non-Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1
Matthew Howard
Chief Executive OfficerCRD 6241807
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations