Howard Capital Management Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,989,014,703
Clients
528
Advisors
3
across 2 offices
About
Howard Capital Management Group, LLC provides discretionary investment management to high‑net‑worth individuals, trusts, foundations, endowments and other institutions, typically with a $1 million account minimum and roughly $2.56 billion in discretionary assets under management. Its services cover portfolio management across equities, fixed income and ETFs, and HCM offers access to alternative investments — private equity, private credit, infrastructure and real assets — to eligible clients via model portfolios.
HCM’s investment process draws on fundamental, technical and cyclical analysis and generally emphasizes buy-and-hold positioning while permitting occasional tactical trades, short sales or margin usage where appropriate. For alternatives, HCM uses third‑party model portfolios and states that the third‑party advisor is its sole source for alternative fund recommendations; HCM pays an annual fee to that provider and reviews fund valuations through an internal valuation committee while acting as an ERISA fiduciary for retirement‑plan clients.
The firm is an indirect, wholly owned subsidiary of Focus Financial Partners, a partnership whose ownership structure and network of “Focus Partners” includes other advisers and service firms (including pension consulting and related providers), which can affect access to products and raise potential conflicts of interest in recommendations and sponsorship arrangements. HCM’s reliance on a sole‑source model portfolio provider for alternatives and the firm’s lack of stand‑alone financial planning services are features that distinguish it from many multi‑team peers.
Client services
Expertise
Fee options
$0 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.90% $5,000,000 - $9,999,999: 0.80% $10,000,000+: 0.75%
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $10,000 for Equity & Balanced services; $6,000 for Fixed Income services
Main office
See office11601 Wilshire Blvd, Suite 2000
Los Angeles CA 90025-1766
Advisors at this office
2
Offices (2)
Most active in
Arizona · California · Colorado · Florida · Illinois · Indiana · Louisiana · Maryland · Massachusetts · Michigan · New Hampshire · New Jersey · New York · Oregon · Pennsylvania · Texas · Virginia · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
Quick links
Advisors at this firm
Michael W
Series 63, Series 65
Westminster, MD
Howard Capital Management Group, LLC
Michael Wissel is a financial advisor at Howard Capital Management Group, LLC with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Howard Capital Management entities since 2001. Howard Capital Management Group, LLC provides discretionary investment management to high-net-worth individuals, trusts, foundations, endowments, and institutions, managing approximately $2.56 billion in assets. The firm employs fundamental, technical, and cyclical analysis with an emphasis on buy-and-hold strategies while offering access to alternative investments through third-party model portfolios.
David R
CFA®, Series 65
Los Angeles, CA
Howard Capital Management Group, LLC
David Robinson is a CFA® charterholder with 16 years of industry experience. He has been with Howard Capital Management Group, LLC since 2020 and previously worked at Howard Capital Management, Inc. from 2007 to 2020. Howard Capital Management Group provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, trusts, and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis and uses ETFs and mutual funds within its investment strategies.
Jason K
Series 63, Series 65
Los Angeles, CA
Howard Capital Management Group, LLC
Jason Kaplan is a financial advisor at Howard Capital Management Group, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Howard Capital Management entities since 2010. The firm provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, trusts, estates, foundations, endowments, charitable organizations, corporations, and other business entities. Howard Capital Management Group employs a multifaceted investment approach including fundamental, technical, and cyclical analysis, primarily using ETFs and mutual funds, and operates as a subsidiary within a broader network affiliated with Focus Financial Partners.
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