{"url":"https://nivawealth.com/firms/howland-capital-management-104726","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/104726","regulatoryAum":3739989265,"crd":"104726","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1514566","suffix":"III","lastName":"CLAPP","firstName":"CHARLES","middleName":"ELMER"},{"crd":"4947221","suffix":null,"lastName":"CROCKER","firstName":"NICHOLAS","middleName":"BEGELOW"},{"crd":"7021788","suffix":null,"lastName":"DIXON","firstName":"PETER","middleName":"H."},{"crd":"4604409","suffix":null,"lastName":"GIBBS","firstName":"TRACY","middleName":"ALEXANDRA"},{"crd":"2735027","suffix":"III","lastName":"HOWLAND","firstName":"WESTON","middleName":null},{"crd":"5098336","suffix":null,"lastName":"JACKSON","firstName":"FRANCIS","middleName":"GARDNER"},{"crd":"6426873","suffix":null,"lastName":"MacEwen","firstName":"LISA","middleName":"MARIE"},{"crd":"7963806","suffix":null,"lastName":"Ober","firstName":"Samuel","middleName":"Hill"},{"crd":"5098546","suffix":null,"lastName":"QUIGLEY","firstName":"MAUREEN","middleName":"ELIZABETH"},{"crd":"6900416","suffix":null,"lastName":"RAHBAR","firstName":"CAMERON","middleName":"REZA"},{"crd":"3107028","suffix":null,"lastName":"SWANSON","firstName":"ANDREW","middleName":"WILLIAM"}],"total":11,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-05","regulatoryAum":2556791681,"clients":1096,"employees":27,"offices":1},{"filedOn":"2022-04-25","regulatoryAum":2901056797,"clients":1635,"employees":27,"offices":1},{"filedOn":"2023-03-31","regulatoryAum":2576264958,"clients":1189,"employees":31,"offices":1},{"filedOn":"2024-03-29","regulatoryAum":2776205185,"clients":1195,"employees":32,"offices":1},{"filedOn":"2025-03-31","regulatoryAum":3322697821,"clients":1210,"employees":33,"offices":1},{"filedOn":"2026-03-31","regulatoryAum":3739989265,"clients":1310,"employees":35,"offices":1}],"secFileNumber":"801-8390","legalName":"Howland 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The fee is billed in arrears.","source":"HOWLAND CAPITAL MANAGEMENT LLC, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Howland Capital Management use?","answer":"Howland Capital Management’s separately managed account assets are held at National Advisors Trust Company (Leawood, KS), with $2.45B and Charles Schwab & Co., Inc. (Westlake, TX), with $1.25B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Howland Capital Management have?","answer":"Howland Capital Management has 11 investment adviser representatives registered with state securities authorities, out of 35 employees, and 11 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 Howland Capital Management invest in?","answer":"At the end of its last fiscal year, Howland Capital Management’s separately managed accounts held 58% exchange-traded equities, 10% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents, 8% investment grade corporate bonds, 6% pooled vehicles (private funds and similar), 2% non-exchange-traded equities, 2% U.S. government and agency bonds, 2% state and local bonds, 1% sovereign bonds and 1% other. The 1% other category is described as: Structured Notes, Insurance Policies, Real Estate, Commodities, Promissory Notes. 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