CRD: 310510
Howard Capital Management Group, LLC
$2.6B Total AUM
$2.6B Disc. AUM
-- 3Y CAGR
12 Employees
561 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Fusion
- Established Date
- 09-21-2020
- Office Locations
- 2
Office Locations
11601 Wilshire Blvd Suite 2000 LOS Angeles CA
-- Westminster MD
About Howard Capital Management Group, LLC
Howard Capital Management is an independent, fiduciary investment manager (founded 1974) serving retail and institutional clients with personalized portfolio construction and asset management aimed at protecting and growing capital. Strategies commonly use ETFs, index funds, and fixed income, with support for estate-planning and insurance needs. Offices in Los Angeles and New York; custody partners include Schwab and Fidelity.
Team overview
-- AVG AGE
$512.7M AVG AUM / ADVISOR
$4.6M AVG AUM / CLIENT
5.5 yrs AVG TENURE
12 Employees
5 Advisory Reps
3 RIA Reps
5yrs Firm Age
Insights
Unlock to compare peer behavior around north bridge.
Request access to benchmark trends tied to optima quantum.
See the complete signal summary connected to wave.
Unlock to see real insight on frontier optima glacier.
Request access to benchmark trends tied to eagle.
Open the full profile to inspect shifts in glacier value.
Full visibility includes strategy notes for vital insight.
Premium access reveals conviction themes in unison capital.
Asset Classes
Pioneer Delta Pathway Catalyst Harbor prime Matrix timber Alpha Eagle ember Capital
Client Personas
Eagle signal
Custodian
Legacy vertex
Investment Themes
Frontier summit Element Unison Momentum optima
Investment Vehicles
Bridge atlas Element vertex
Platform
Eagle
Services
Peak unison Focus delta Meridian alpha Bridge prime
Technology
Timber harbor
Owner & Executives
J
JASON DAVID KAPLAN
Chief Compliance Officer, DIRECTOR, EVP
- CRD
- #2631055
- Ownership
- Less than 5%
(256) 780-8723
delta.meridian@wavecapital.com
in linkedin.com/in/bridge-ember
D
DAVID ANDREW ROBINSON
DIRECTOR, President
- CRD
- #2665281
- Ownership
- Less than 5%
(678) 858-6109
ember.north@vertexcapital.com
in linkedin.com/in/foundation-horizon
Showing 2 of 2 owners & executives
Unlock allContacts
M
MICHAEL CHARLES WISSEL
Advisor
- CRD
- #4119090
(620) 856-8302
optima.matrix@fusioncapital.com
in linkedin.com/in/legacy-oak
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,563,442,499 | $1,777,699 |
| Non-Discretionary | $0 | -- |
| Total | $2,563,442,499 | $1,777,699 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $2,563,442,499
Equity - Exchange:
21.4% Corporate - Investment Grade:
17.9% Public Funds:
20.7% U.S. Government/Agency:
15.4% Cash:
9.8% Municipal Bonds:
14.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $134,728,367 | 21.4% |
| Corporate - Investment Grade | $112,693,353 | 17.9% |
| Public Funds | $130,321,364 | 20.7% |
| U.S. Government/Agency | $96,954,058 | 15.4% |
| Cash | $61,698,037 | 9.8% |
| Municipal Bonds | $93,176,628 | 14.8% |
| Total | $629,571,807 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL PATHWAY FOUNDATION | BRIDGE MERIDIAN | Q4G6C9BFQ | AXH | 6.16% | $101,725,975 |
| PEAK RADIAL PIONEER | EAGLE WAVE | CQGH0M72S | LIA | 3.93% | $107,582,304 |
| TIMBER CAPITAL DELTA | PEAK PEAK | FDHU01AJ1 | YNPT | 12.14% | $29,160,611 |
| UNISON UNISON | DELTA VITAL | EBBKZGSFI | LSVJP | 4.64% | $88,674,070 |
| BEACON HORIZON TIMBER | EMBER EMBER | F4ZNZZRVC | BVN | 1.49% | $71,805,774 |
| CATALYST VITAL RIDGE | HORIZON FUSION | KRHK4QJ5M | UGV | 10.32% | $27,042,639 |
| ELEMENT TIMBER | ZENITH MOMENTUM | 6UHIDVC20 | JGLM | 0.95% | $15,173,587 |
| SUMMIT UNISON MOMENTUM | GLACIER SIGNAL | TC8FE9YID | WPCD | 3.19% | $34,833,832 |