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- Custodian
- Axos · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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