H
CRD: 168922
Howard-Martin Capital Group, LLC
$1.7M Total AUM
$500.0K Disc. AUM
-- 3Y CAGR
1 Employees
65 ADV. Clients
12 yrs Firm Age
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- Custodian
- Betterment · Capital Group · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-04-2013
- Office Locations
- 1
Office Locations
-- Parlin NJ
About Howard-Martin Capital Group, LLC
Howard-Martin Capital Group is a boutique firm providing comprehensive financial advising and discretionary asset management for individuals, families, and businesses in the New York City area. Capabilities include investment planning, asset allocation, and portfolio construction, with added business consulting support for entrepreneurs. Works on platforms including Betterment and Interactive Brokers.
Team overview
-- AVG AGE
$1.7M AVG AUM / ADVISOR
$26.2K AVG AUM / CLIENT
6.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
12yrs Firm Age
Insights
Available
Available
Available
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Client Personas
Available
Custodian
Available
Investment Themes
Available
Services
Available
Technology
Available
Owner & Executives
M
MATTHEW JAMES HOWARD
Chief Executive Officer, Managing Member
- CRD
- #6241807
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $500,000 | -- |
| Non-Discretionary | $1,200,000 | -- |
| Total | $1,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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