# Howard Capital Management Group, LLC

> Howard Capital Management Group, LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 310510
- Filed as: HOWARD CAPITAL MANAGEMENT GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310510
- AdvisorCensus page: https://advisorcensus.com/firm/howard-capital-management-group-llc-los-angeles-ca-310510

## Quick answers

**How is Howard Capital Management Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Howard Capital Management Group, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Howard Capital Management Group, LLC located?**
Howard Capital Management Group, LLC's principal office is in Los Angeles, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Howard Capital Management Group, LLC registered with the SEC or a state?**
Howard Capital Management Group, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310510.

**How much does Howard Capital Management Group, LLC manage?**
Howard Capital Management Group, LLC reports $2,563,442,499 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Howard Capital Management Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Howard Capital Management Group, LLC: Regulatory assets under management: $1,702,962,128 in the October 2021 data and $2,563,442,499 in the October 2026 data, up 51%. Total employees: 17 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Howard Capital Management Group, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (331); individuals (other than high net worth individuals) (197); corporations or other businesses not listed above (20).

**Which custodians does Howard Capital Management Group, LLC use?**
Howard Capital Management Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Howard Capital Management Group, 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/310510

**What changed in Howard Capital Management Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 7 to 5. Regulatory assets under management went from $2,304,564,538 to $2,563,442,499 (+11%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,563,442,499
- Discretionary: $2,563,442,499
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 197 | $81,255,169 |
| High net worth individuals | 331 | $1,907,759,534 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $9,900,903 |
| Charitable organizations | 7 | $84,005,627 |
| Corporations or other businesses not listed above | 20 | $480,521,266 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 12 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IL, IN, LA, MA, MD, MI, NH, NJ, NY, OR, PA, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- [focusfinancialpartners.com](https://focusfinancialpartners.com)
- [howardcapital.com](https://howardcapital.com)
- Facebook @howard-capital-management-155789514459859
- LinkedIn @focus-financial-partners
- LinkedIn @howard-capital-management-howardcapital-com-
- X @focusfinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,702,962,128 | 17 | March 9, 2021 |
| October 2022 | $2,005,608,266 | 15 | March 23, 2022 |
| October 2023 | $1,683,293,149 | 16 | September 28, 2023 |
| October 2024 | $1,975,090,345 | 16 | March 18, 2024 |
| October 2025 | $2,304,564,538 | 14 | March 27, 2025 |
| October 2026 | $2,563,442,499 | 12 | March 30, 2026 |

Regulatory assets under management: $1,702,962,128 in the October 2021 data and $2,563,442,499 in the October 2026 data, up 51%.
Total employees: 17 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 7 to 5.
- Regulatory assets under management went from $2,304,564,538 to $2,563,442,499 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Howard Capital Management Group, LLC (CRD 310510): Form ADV filing data as of October 2026.