Kramer
Shiflett

Howard Capital Management, Inc

CRD#6679109
Investment Advisor
in Roswell, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kramer Shiflett is a financial advisor based in Roswell, Georgia, working with Howard Capital Management, Inc. Kramer has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Atlantic Trust Private Wealth, Bank Of America, N.A, and Howard Capital Management. Kramer has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Kramer is part of Howard Capital Management, Inc, which operates out of Roswell, Georgia. The firm has 2 offices and 42 employees. The firm manages assets totaling $5.2 billion and serves high-net-worth clients. The services offered by the firm 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 fee structure at Howard Capital Management, Inc includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Subscription Fees

Office Location

1145 Hembree Rd.
Roswell, GA 30076

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Howard Capital Management, Inc Brokerage Details

Total Assets Under Management

$5,232,377,716

GA Average: $3,570,121,308
Total Number of Employees

42

GA Average: 58
Total Number of Accounts

14,312

GA Average: 1,608
Average Account Size

$365,594

GA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Kramer Shiflett Work History

2018 - Present (6 years)

Howard Capital Management

2016 - 2018 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2018 (2 years)

Bank Of America, N.A

2014 - 2016 (2 years)

Atlantic Trust Private Wealth

Disclosures

Please visit the SEC profile of Kramer Shiflett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Howard Capital Management, Inc

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

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started