{
  "crd_number": 109537,
  "slug": "honeywell-capital-management-llc-morris-plains-nj-109537",
  "primary_business_name": "HONEYWELL CAPITAL MANAGEMENT LLC",
  "legal_name": "HONEYWELL CAPITAL MANAGEMENT LLC",
  "dbas": [],
  "city": "Morris Plains",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2002-04-24",
  "years_registered": 24,
  "period": "2026-10-01",
  "filing_date": "2025-03-25",
  "carried_forward": false,
  "raum_total": 12192468453.0,
  "raum_discretionary": 12192468453.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 17,
  "advisory_employees": 16,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "pension_profit_sharing": {
      "raum": 12192468453.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109537",
  "city_as_filed": "MORRIS PLAINS",
  "url": "https://advisorcensus.com/firm/honeywell-capital-management-llc-morris-plains-nj-109537",
  "display_name": "Honeywell Capital Management LLC",
  "summary": "Honeywell Capital Management LLC is an SEC-registered investment advisory firm in Morris Plains, NJ, registered since 2002, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2025.",
  "citation": "AdvisorCensus. Honeywell Capital Management LLC (CRD 109537): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Honeywell Capital Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Honeywell Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; other."
    },
    {
      "q": "Where is Honeywell Capital Management LLC located?",
      "a": "Honeywell Capital Management LLC's principal office is in Morris Plains, NJ, according to its Form ADV."
    },
    {
      "q": "Is Honeywell Capital Management LLC registered with the SEC or a state?",
      "a": "Honeywell Capital Management LLC is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 109537."
    },
    {
      "q": "How much does Honeywell Capital Management LLC manage?",
      "a": "Honeywell Capital Management LLC reports $12,192,468,453 in regulatory assets under management in its Form ADV filing dated March 25, 2025 (100% discretionary)."
    },
    {
      "q": "How have Honeywell Capital Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Honeywell Capital Management LLC: Regulatory assets under management: $18,365,030,771 in the October 2021 data and $12,192,468,453 in the October 2026 data, down 34%. Total employees: 15 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does Honeywell Capital Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109537"
    },
    {
      "q": "Does Honeywell Capital Management LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2025 says: \"HCM does not require any minimum initial balance to manage the account of a client.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 18365030771.0,
      "total_employees": 15,
      "filing_date": "2021-03-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 18583662465.0,
      "total_employees": 15,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 12905541970.0,
      "total_employees": 17,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 13695583634.0,
      "total_employees": 17,
      "filing_date": "2024-03-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 12192468453.0,
      "total_employees": 17,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 12192468453.0,
      "total_employees": 17,
      "filing_date": "2025-03-25"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2025",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "HCM does not require any minimum initial balance to manage the account of a client."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "HCM does not require any minimum initial balance to manage the account of a client."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/honeywell-capital-management-llc-morris-plains-nj-109537.md",
  "clients": [
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 12192468453.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109537",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}