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- Custodian
- Charles Schwab & Company · National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-09-1972
- Office Locations
- 1
Office Locations
About Howland Capital Management LLC
Howland Capital Management is an independent, client-centric Boston RIA (est. 1967) providing investment management alongside retirement, tax, trust/estate and philanthropic planning, including ESG investing. Serves individuals/families and institutional clients, building diversified portfolios across equities and fixed income, often using ETFs. Named #7 on CNBC’s 2025 Top 100 Financial Advisors list.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 31, 2026, reported AUM increased 12.6%, from $3.3B to $3.7B.
Across 5 reported observations, AUM increased 28.9% between April 25, 2022 and March 31, 2026, from $2.9B to $3.7B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 11 advisory representatives and 1,310 clients, or 119.1 clients per representative. That equates to $2.9M in reported AUM per client.
The profile lists 1 reported office location and 54 years in operation. The source data was last updated on March 31, 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
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
CHARLES ELMER CLAPP III
DIRECTOR, President
- CRD
- #1514566
- Ownership
- 10% but less than 25%
PETER H. DIXON
Chief Investment Officer, Partner
- CRD
- #7021788
- Ownership
- 10% but less than 25%
Showing 2 of 11 owners & executives
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FRANCIS GARDNER JACKSON
Vice President
- CRD
- #5098336
LISA MARIE MacEwen
Office & Human Resources Manager
- CRD
- #6426873
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,739,989,265 | $1,860,691 |
| Non-Discretionary | $0 | -- |
| Total | $3,739,989,265 | $1,860,691 |
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Separately Managed Accounts
SMA allocation detail is available
Howland Capital Management LLC has reported separately managed account data across 10 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Howland Capital Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.