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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Howard Capital Management Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Howard Capital Management Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Howard Capital Management Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Howard Capital Management Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Howard Capital Management Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Howard Capital Management Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Howard Capital Management Group registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Howard Capital Management Group?","answer":"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. 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