# Howard-Martin Capital Group, LLC

> Howard-Martin Capital Group, LLC is a state-registered investment advisory firm in New York, NY, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 18, 2020.

- CRD: 168922
- Filed as: HOWARD-MARTIN CAPITAL GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: July 18, 2020
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/168922
- AdvisorCensus page: https://advisorcensus.com/firm/howard-martin-capital-group-llc-new-york-ny-168922

## Quick answers

**How is Howard-Martin Capital Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Howard-Martin Capital Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Howard-Martin Capital Group, LLC located?**
Howard-Martin Capital Group, LLC's principal office is in New York, NY, according to its Form ADV.

**Is Howard-Martin Capital Group, LLC registered with the SEC or a state?**
Howard-Martin Capital Group, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 168922.

**How much does Howard-Martin Capital Group, LLC manage?**
Howard-Martin Capital Group, LLC reports $1,700,000 in regulatory assets under management in its Form ADV filing dated July 18, 2020 (29% discretionary).

**What types of clients does Howard-Martin Capital Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (55).

**Does Howard-Martin Capital 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/168922

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $1,700,000
- Discretionary: $500,000
- Non-discretionary: $1,200,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 55 | $1,700,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Security ratings or pricing services
- Market timing services
- Educational seminars/workshops

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- howardmartincapital.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Howard-Martin Capital Group, LLC (CRD 168922): Form ADV filing data as of October 2026.