Howard Capital Management, Inc
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Overview
Howard Capital Management, Inc operates as an advisory firm that has its headquarters in Roswell, Georgia. It controls $4.5 billion in assets over 14,082 client accounts, placing it among the biggest firms in the country by assets under management (AUM). The firm has an average-sized group, including 25 financial advisors. Howard Capital Management, Inc does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are exchangable fiscal investments like options, stocks and bonds.
Howard Capital Management, Inc manages all of the company's client assets on a discretionary basis. Discretionary management is a structure in which buy and sell judgments are made by an investment advisor without requiring the customer's permission. The investment advisory firm's average account size is $321,748. An average financial advisor at Howard Capital Management, Inc manages about 563 client accounts.
Howard Capital Management, Inc's central office is at 1145 Hembree Rd., Roswell, Georgia 30076. The firm is registered to provide services to customers across 49 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Howard Capital Management, Inc by the Numbers
$4.5 billion
41
14,082
$321.7 thousand
Fee Structure
Fees charged by financial advisors typically vary depending on which service is offered. Fees charged by the company typically consist of the following fee structure: asset-based. The firm does not provide a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 0% of firms
Subscription
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company does business with a number of different investors. Howard Capital Management, Inc provides services to retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, other investment advisers and corporations. Out of its 14,082 accounts, Howard Capital Management, Inc's biggest client by number of accounts is retail investors, but it also manages money for 290 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are from outside of the U.S.
- High-Net-Worth Individuals* - 2.92%
- Other Individuals - 96.16%
- Corporations - 0.93%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Howard Capital Management, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Howard Capital Management, Inc
Roswell, GA
Roswell, GA
Roswell, GA
Roswell, GA
Roswell, GA
Canton, GA
Roswell, GA
Roswell, GA
Roswell, GA
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