Howard Capital Management Group provides portfolio management for individuals and small businesses and portfolio management for institutions.
Howard Capital Management Group reports 561 clients. They include 331 high-net-worth individuals, 197 individual clients, and 20 corporations and other businesses. Of its assets, 100.0% ($2.56B across 1,442 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 35% | 3% |
| High-net-worth individuals | 59% | 74% |
| Pension and profit-sharing plans | 1% | <1% |
| Charitable organizations | 1% | 3% |
| Corporations and other businesses | 4% | 19% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 197 | $81.3M | 3.2% | $412K |
| High-net-worth individuals | 331 | $1.91B | 74.4% | $5.76M |
| Pension and profit-sharing plans | 6 | $9.9M | 0.4% | $1.65M |
| Charitable organizations | 7 | $84M | 3.3% | $12M |
| Corporations and other businesses | 20 | $481M | 18.7% | $24M |
| Total | 561 | $2.56B | 100% | $4.57M |
- Clients
- 197
- Regulatory AUM
- $81.3M
- AUM share
- 3.2%
- Avg. per client
- $412K
- Clients
- 331
- Regulatory AUM
- $1.91B
- AUM share
- 74.4%
- Avg. per client
- $5.76M
- Clients
- 6
- Regulatory AUM
- $9.9M
- AUM share
- 0.4%
- Avg. per client
- $1.65M
- Clients
- 7
- Regulatory AUM
- $84M
- AUM share
- 3.3%
- Avg. per client
- $12M
- Clients
- 20
- Regulatory AUM
- $481M
- AUM share
- 18.7%
- Avg. per client
- $24M
Total
- Clients
- 561
- Regulatory AUM
- $2.56B
- AUM share
- 100%
- Avg. per client
- $4.57M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Howard Capital Management Group is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Focus Operating, LLC owns 75% or more of Howard Capital Management Group and is in turn owned by Focus Financial Partners, LLC (75% or more). The leadership team of Howard Capital Management Group includes President David Robinson. It has 12 employees, 5 of them in advisory roles.
Leadership
- David RobinsonPresident and Director
- Jason KaplanEVP, Director, CCO
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Jason David Kaplan
- David Andrew Robinson
- Michael Charles Wissel
Staff
- 12 employees
- 5 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Howard Capital Management Group, LLC
Focus Operating, LLC
Control person · since August 2020
- Owns 75% or more of Focus Operating, LLC
Focus Financial Partners, LLC
Control person · since January 2007
- Owns 50% to 75% of Focus Financial Partners, LLC
Focus Financial Partners Inc.
Control person · since July 2018
- Owns 75% or more of Focus Financial Partners Inc.
Ferdinand FFP Ultimate Holdings, LP
Control person · since August 2023
- Owns 50% to 75% of Ferdinand FFP Ultimate Holdings, LP
CD&R Ferdinand Holdings, L.P.
Control person · since August 2023
- Owns 50% to 75% of CD&R Ferdinand Holdings, L.P.
Clayton Dubilier & Rice Fund Xii, L.P.
Control person · since August 2023
- Owns 25% to 50% of CD&R Ferdinand Holdings, L.P.
CD&R Ferdinand Co-Investor, L.P.
Control person · since August 2023
- Owns 75% or more of Howard Capital Management Group, LLC
Ferdinand FFP Intermediate Holdings, LLC
Control person · since August 2023
- Owns 75% or more of Ferdinand FFP Intermediate Holdings, LLC
Ferdinand FFP Parent, Inc.
Control person · since August 2023
Howard Capital Management Group’s regulatory assets grew 1.5× from $1.7B (March 2021) to $2.56B (March 2026); clients rose from 369 to 561 and employees fell from 17 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $2.56B | 561 | 12 | 3 |
| March 2025 | $2.3B | 544 | 14 | 3 |
| March 2024 | $1.98B | 550 | 16 | 3 |
| March 2023 | $1.68B | 383 | 16 | 2 |
| March 2022 | $2.01B | 382 | 15 | 2 |
| March 2021 | $1.7B | 369 | 17 | 2 |
Besides its headquarters, Howard Capital Management Group has 2 offices (1 private residence, listed without an address), with 2 listed addresses in California and New York.
California · 1 listed address
- 11601 Wilshire BLVD, Suite 2000, Los AngelesHQ
New York · 1 listed address
- 45 Rockefeller Plaza, New York
Contact and registration details
- Legal name
- Howard Capital Management Group, LLC
- Headquarters
- 11601 Wilshire BLVD, Suite 2000, Los Angeles, CA 90025-1766
- Website
- howardcapital.com
- Phone
- 310-473-9100
- SEC file
- 801-119502
- Structure
- Delaware LLC
- Fiscal year end
- December
Howard Capital Management Group uses Fidelity ($1.99B, 79%) and Charles Schwab ($536M, 21%) as custodians for its separately managed accounts. Howard Capital Management Group has custody of $946M in client assets for 195 clients.
- FidelityNational Financial Services LLC · Boston, MA · $1.99B79%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $536M21%
At year end, Howard Capital Management Group’s separately managed accounts were mostly in stocks (55%) and bonds (30%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.64B across 150 positions; the largest are Nvidia Corp. (11.4%), Apple Inc. (7.3%) and SPDR S&P 500 ETF (6.7%).
What the accounts hold
- Stocks55%
- Funds10%
- Bonds30%
- Investment grade corporate bonds18%
- U.S. government and agency bonds8%
- State and local bonds4%
- Cash5%
Reported 13F holdings
- $1.64B
- Reported 13F value
- 150
- Positions
- 55.5%
- In the 10 largest
- +8.6%
- Value vs. prior quarter
- Nvidia Corp.11.4%
- Apple Inc.7.3%
- SPDR S&P 500 ETFETF6.7%
- Alphabet Inc.. Class A6.2%
- Amazon5.1%
- Palo Alto Networks4.5%
- Microsoft4.4%
- JPMORGAN Chase3.8%
- SPDR S&P Aerospace Def ETFETF3.2%
- Costco Wholesale Co3.0%
Together, the ten largest are 55.5% of reported value.
How many clients does Howard Capital Management Group have?
Howard Capital Management Group has 561 clients and manages $2.56 billion for them, as of March 2026. They include 331 high-net-worth individuals, 197 individual clients, and 20 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Howard Capital Management Group offer?
Howard Capital Management Group provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Howard Capital Management Group use?
Howard Capital Management Group’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $1.99B and Charles Schwab & Co., Inc. (Westlake, TX), with $536M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Howard Capital Management Group have?
Howard Capital Management Group has 3 investment adviser representatives registered with state securities authorities, out of 12 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Howard Capital Management Group invest in?
At the end of its last fiscal year, Howard Capital Management Group’s separately managed accounts held 55% exchange-traded equities, 18% investment grade corporate bonds, 10% registered funds (mutual funds, ETFs, BDCs), 8% U.S. government and agency bonds, 5% cash and equivalents and 4% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Howard Capital Management Group?
Howard Capital Management Group is owned through a chain of holding companies by Ferdinand FFP Parent, Inc., CD&R Ferdinand Co-Investor, L.P. and Clayton Dubilier & Rice Fund Xii, L.P. Its direct owners are Focus Operating, LLC (75% or more) and Ferdinand FFP Intermediate Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Howard Capital Management Group get paid?
Howard Capital Management Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Howard Capital Management Group registered with the SEC?
Yes, Howard Capital Management Group has been registered with the SEC as an investment adviser since 21 September 2020. Its CRD number is 310510 and its SEC file number is 801-119502.
Source: Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record
How do I contact Howard Capital Management Group?
Howard Capital Management Group’s main office is at 11601 Wilshire BLVD, Suite 2000, Los Angeles, CA 90025-1766. Its phone number is 310-473-9100. Its website is howardcapital.com.