LOS ANGELES, CACRD 310510Latest ADV March 30, 2026
Howard Capital Management Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 30, 2026, reports $2.6B in regulatory assets under management, 12 employees, 2 offices, and 1,442 accounts.
Assets Under Management
$2.6B
Employees
12
Offices
2 offices
Total Clients
561
Primary office
LOS ANGELES, CA
11601 WILSHIRE BLVD, SUITE 2000, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.0% of total clients.
Top client categories% of clientsClients
1
HNWI
59.0%
331
2
Individuals
35.1%
197
3
Corporations
3.6%
20
4
Charitable
1.2%
7
5
Pension Plans
1.1%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.6Bas of March 30, 2026
Discretionary100.0%
$2.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.6B
Total Accounts1,442
10Y AUM Change+$2.6B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee47:1
10Y Employee Change-5 (-29.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.