# Honeywell Capital Management LLC

> 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.

- CRD: 109537
- Filed as: HONEYWELL CAPITAL MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Morris Plains, NJ
- Filing period: October 2026
- Form ADV filing dated: March 25, 2025
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109537
- AdvisorCensus page: https://advisorcensus.com/firm/honeywell-capital-management-llc-morris-plains-nj-109537

## Quick answers

**How is Honeywell Capital Management LLC compensated?**
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.

**Where is Honeywell Capital Management LLC located?**
Honeywell Capital Management LLC's principal office is in Morris Plains, NJ, according to its Form ADV.

**Is Honeywell Capital Management LLC registered with the SEC or a state?**
Honeywell Capital Management LLC is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 109537.

**How much does Honeywell Capital Management LLC manage?**
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).

**How have Honeywell Capital Management LLC's assets and staff changed since 2021?**
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.

**Does Honeywell Capital Management LLC report any disciplinary disclosures?**
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

**Does Honeywell Capital Management LLC state an account minimum?**
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."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2025)

- Account minimum: None

> HCM does not require any minimum initial balance to manage the account of a client.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $12,192,468,453
- Discretionary: $12,192,468,453
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $12,192,468,453 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2002 (24 years)
- Employees: 17 total, 16 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $18,365,030,771 | 15 | March 26, 2021 |
| October 2022 | $18,583,662,465 | 15 | March 31, 2022 |
| October 2023 | $12,905,541,970 | 17 | March 30, 2023 |
| October 2024 | $13,695,583,634 | 17 | March 20, 2024 |
| October 2025 | $12,192,468,453 | 17 | March 25, 2025 |
| October 2026 | $12,192,468,453 | 17 | March 25, 2025 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Honeywell Capital Management LLC (CRD 109537): Form ADV filing data as of October 2026.