Howard Capital Management, Inc

CRD#118070
Investment Advisor Firm

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Learn more about Howard Capital Management, Inc

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Howard Capital Management, Inc is located at 1145 Hembree Rd., Roswell, GA. The firm employs 18 financial advisors to manage client portfolios and provide financial guidance. Howard Capital Management, Inc is not a registered broker-dealer.

    Howard Capital Management, Inc oversees $5.2 billion in assets under management across 14,312 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The firm caters to retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, other investment advisers, and corporations, with retail investors being the largest client type by accounts. The fee structure at Howard Capital Management, Inc is asset-based. The firm has 503 high net worth clients and maintains affiliations with an insurance company or agency.

    Howard Capital Management, Inc is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

    Assets Under Management

    $5.2 billion

    Number of Advisors

    18

    Disclosures

    No

    Office Location

    1145 Hembree Rd.
    Roswell, GA 30076

    Howard Capital Management, Inc by the Numbers

    Total Assets Under Management

    $5.2 billion

    National Average: $8.6 billion
    Total Number of Employees

    42

    National Average: 64
    Total Number of Accounts

    14,312

    National Average: 375,227
    Average Account Size

    $365.6 thousand

    National Average: $23.0 thousand
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    Fee Structure

    Fees for financial management usually vary depending on which service is offered. Fees charged by Howard Capital Management, Inc typically consist of the following fee structure: asset-based.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 0% of firms

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm manages money for a number of different clients. The firm caters to retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, other investment advisers, and corporations. Out of its 7 clients, Howard Capital Management, Inc's largest client group by number of accounts is retail investors, although it also serves 503 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person 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).

    • High-Net-Worth Individuals* - 4.96%
    • Other Individuals - 94.68%
    • Corporations - 0.36%
    • 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

    Coleton Staton
    Harrisburg, PA
    Bailey Wakefield
    Huntsville, TX
    Christopher Cannata
    Roswell, GA
    Hayden Gerwien
    Roswell, GA
    Kramer Shiflett
    Roswell, GA
    Eric Nyquist
    Roswell, GA
    William Stark
    Roswell, GA
    Carlos Polanco-Rojas
    Roswell, GA
    Michael Rowe
    Canton, GA

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