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- Custodian
- Axos · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-05-2003
- Office Locations
- 8
Office Locations
About Howard Capital Management, LLC
Howard Capital Management, Inc. is a retail and institutional investment manager focused on risk-managed, mathematically driven strategies. Its proprietary HCM-BuyLine® trend indicator guides disciplined allocation shifts—seeking to mitigate downside risk by moving out of equities during major downturns and re-entering on upturns—often implemented with ETF exposures. Distribution teams may note dedicated wholesaling support alongside the firm’s proprietary technology-led process.
Reported data analysis
What the numbers show
Between November 25, 2025 and June 12, 2026, reported AUM increased 16.6%, from $6.9B to $8.0B.
Across 5 reported observations, AUM increased 45.4% between December 7, 2022 and June 12, 2026, from $5.5B to $8.0B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 10 advisory representatives and 10,608 clients, or 1,060.8 clients per representative. That equates to $754.8K in reported AUM per client.
The profile lists 8 reported office locations and 23 years in operation. The source data was last updated on June 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Howard Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DORY SEGALL BLACK
Chief Compliance Officer, General Counsel
- CRD
- --
- Ownership
- Less than 5%
Christopher Ian Ferguson
President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Daniel Arnstein
Internal Sales
- CRD
- #8176087
Brian C Boles
--
- CRD
- #8159812
Showing 2 of 27 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,006,828,875 | $548,113 |
| Non-Discretionary | $0 | -- |
| Total | $8,006,828,875 | $548,113 |
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Separately Managed Accounts
SMA allocation detail is available
Howard Capital Management, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Howard Capital Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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