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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 Oct 1, 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
- Website
- https://howardcapital.com/
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 14 | 12 | decreased by2 |
| Apr 1, 2026 | Clients | 544 | 561 | increased by17 |
| Apr 1, 2026 | AUM | $2,304,564,538 | $2,563,442,499 | increased by$258,877,961 |
| Apr 1, 2026 | Accounts | 1,380 | 1,442 | increased by62 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 14 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 382 | 544 | increased by162 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,005,608,266 | $2,304,564,538 | increased by$298,956,272 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,361 | 1,380 | increased by19 |
| Apr 1, 2022 | Employees | 17 | 15 | decreased by2 |
| Apr 1, 2022 | Clients | 369 | 382 | increased by13 |
| Apr 1, 2022 | AUM | $1,702,962,128 | $2,005,608,266 | increased by$302,646,138 |
| Apr 1, 2022 | Accounts | 1,316 | 1,361 | increased by45 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HOWARD CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HOWARD CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.