A complete list of active advisors currently associated with Howard-Martin Capital Group, LLC

Warmer can help you find a great advisor at Howard-Martin Capital Group, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Howard-Martin Capital Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.