$3.7B Total AUM
$3.7B Disc. AUM
13.2% 3Y CAGR
35 Employees
1,310 ADV. Clients
54 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- Vertex meridianFusion unison
- Established Date
- 02-09-1972
- Office Locations
- 1
Office Locations
Howland Capital Management, Inc. 75 Federal Street, Suite 1100 Boston MA
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.
Team overview
47 AVG AGE
$340.0M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
10.4 yrs AVG TENURE
35 Employees
11 Advisory Reps
11 RIA Reps
54yrs Firm Age
Insights
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Asset Classes
Harbor Quantum focus Pathway Summit Horizon signal Zenith vital Radial
Client Personas
Vector focus Insight
Custodian
Signal Focus Pathway Vital beacon Oak matrix Signal Capital Prime
Investment Themes
Value wave Capital signal Focus Capital Peak
Investment Vehicles
Beacon signal Atlas prime
Platform
Peak atlas
Services
Eagle Bridge Atlas horizon Pathway oak Crest foundation Matrix Frontier North prime Insight alpha
Technology
Quantum oak Beacon radial
Owner & Executives
CHARLES ELMER CLAPP III
DIRECTOR, President
- CRD
- #1514566
- Ownership
- 10% but less than 25%
(598) 808-2059
ember.frontier@catalystcapital.com
in linkedin.com/in/legacy-foundation
PETER H. DIXON
Chief Investment Officer, Partner
- CRD
- #7021788
- Ownership
- 10% but less than 25%
(617) 740-3550
horizon.signal@timbercapital.com
in linkedin.com/in/signal-catalyst
V
Value ridge
Frontier zenith
- CRD
- #76168
- Ownership
- 14.7%
(749) 358-5419
crest.foundation@crestcapital.com
in linkedin.com/in/element-focus
Showing 2 of 12 owners & executives
Unlock allContacts
F
FRANCIS GARDNER JACKSON
Vice President
- CRD
- #5098336
(455) 338-2487
timber.vital@primecapital.com
in linkedin.com/in/signal-north
LISA MARIE MacEwen
Office & Human Resources Manager
- CRD
- #6426873
(719) 572-3285
horizon.wave@matrixcapital.com
in linkedin.com/in/fusion-summit
M
Matrix fusion
Quantum quantum
- CRD
- #44831
(344) 738-3517
momentum.legacy@focuscapital.com
in linkedin.com/in/zenith-prime
Showing 2 of 17 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $3,739,989,265
Equity - Exchange:
11.5% Cash:
9.1% Public Funds:
24.3% Corporate - Investment Grade:
5.6% Private Funds:
11.6% Equity - OTC:
9.9% Municipal Bonds:
23.5% Other:
4.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $689,808,878 | 11.5% |
| Cash | $545,848,764 | 9.1% |
| Public Funds | $1,457,596,151 | 24.3% |
| Corporate - Investment Grade | $335,906,932 | 5.6% |
| Private Funds | $695,807,216 | 11.6% |
| Equity - OTC | $593,835,469 | 9.9% |
| Municipal Bonds | $1,409,609,446 | 23.5% |
| Other | $269,925,214 | 4.5% |
| Total | $5,998,338,070 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS PATHWAY UNISON | CAPITAL MERIDIAN | B9C8HQEBY | OAMY | 4.19% | $63,949,496 |
| NORTH HARBOR FRONTIER | MERIDIAN OAK | ROFQ1MB08 | YIP | 3.99% | $12,144,539 |
| FOCUS PEAK ALPHA | UNISON OPTIMA | 3157AT2WG | KPEC | 12.02% | $116,455,500 |
| ZENITH INSIGHT RIDGE | DELTA PATHWAY | 47Z2AXVGT | GTKV | 7.31% | $95,217,766 |
| SIGNAL FRONTIER | PATHWAY FRONTIER | QUS639IDU | JHWK | 3.47% | $108,742,742 |
| MATRIX HORIZON ZENITH | RIDGE RIDGE | M5Q1UOD6Q | VEH | 8.31% | $59,442,847 |
| BEACON NORTH | VALUE OPTIMA | BTBFQQTQ6 | IZYRW | 9.04% | $107,016,513 |
| LEGACY DELTA | ZENITH RADIAL | Q7TMTM7HT | JYVXI | 7.55% | $59,782,234 |