Howard-Martin Capital Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Howard‑Martin Capital Group is a small, independent advisory firm that serves individual investors across wealth levels as well as charitable and business organization clients. The firm offers investment planning, portfolio management, and analysis of investment vehicles on a case‑by‑case basis.
The firm applies fundamental and technical analysis together with proprietary methods to develop recommendations, and it frames its advice under a fiduciary standard while emphasizing low‑cost implementation and awareness of trading costs. It does not take custody of client assets and relies on third‑party custodians and service platforms for trade execution and automated portfolio functions, and it generally seeks client approval before acting with investment discretion.
Distinctive features include the firm’s provision of portfolio management to non‑individual entities and a practice orientation toward primarily non‑discretionary arrangements rather than routine discretionary management. The firm also combines traditional research with proprietary pricing and timing analysis and deploys both an institutional broker‑dealer platform and a sub‑advisor/automated platform to implement strategies, an operational mix that is uncommon for a solo adviser with its scale.
Client services
Expertise
Fee options
Fees charged per month or flat fees for investment planning; specific amounts not stated in brochure
Fees charged per hour; specific amounts not stated in brochure
Main office
Parlin NJ
Advisors at this office
1
Most active in
New Jersey · New York
Also doing business as
Howard Martin Capital Group, LLC · Howard, Matthew James
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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