Howland Capital Management LLC

RIASEC Registered

Total AUM

$3.7B

Discretionary

$3.7B

100% of AUM

Avg account

$1.9M

Accounts

2,010

Employees

Advisory reps

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 that has been SEC-registered since 1972. The firm serves both individual/family and institutional clients and operates as a capital allocator, offering financial planning, portfolio management for individuals and pooled vehicles, selection of third‑party managers, periodic publications, and educational seminars. Its fee menu includes percentage‑of‑AUM billing as well as hourly, fixed, and other fee arrangements. Howland reports being an active ESG investor and allocates capital with that lens where appropriate. The firm was named to CNBC’s Top 100 Financial Advisory Firms list in 2025.