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HOWARD CAPITAL MANAGEMENT GROUP, LLC
CRD 310510File 801-119502
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.56B
Top 25% of cohort (national)
Discretionary AUM
$2.56B
Clients
561
1,442 accounts
Employees
12
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Sep 21, 2020
- Principal office
- 11601 WILSHIRE BLVD, SUITE 2000, LOS ANGELES, CA, 90025-1766
- Phone
- 310-473-9100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.56B
- Discretionary AUM
- $2.56B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,442
- Non-discretionary accounts
- 0
- Total accounts
- 1,442
- AUM per client
- $4.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 20 | $480.5M |
| Charitable organizations | 7 | $84.0M |
| High net worth individuals | 331 | $1.91B |
| Pension and profit sharing plans | 6 | $9.9M |
| Individuals (other than high net worth individuals) | 197 | $81.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.