Data / Investment advisers / California / Howard Capital Management Group, LLC
Howard Capital Management Group, LLC, Los Angeles, CA: $2.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Howard Capital Management Group, LLC is an SEC registered investment adviser with its main office in Los Angeles, California and reports $2.6 billion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include high net worth individuals, corporations and other businesses and charitable organizations. It is paid through a percentage of assets under management.
The request: Watch Howard Capital Management Group, LLC (CRD number 310510): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 310510
- SEC file number
- 801-119502
- SEC status
- Approved, effective September 21, 2020
- Main office
- 11601 Wilshire Blvd Suite 2000, Los Angeles, CA 90025
- Phone
- (310) 473-9100
- Website
- focusfinancialpartners.com
- Regulatory AUM
- $2,563,442,499 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $2,563,442,499
- Accounts
- 1,442
- Employees
- 12, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 331 | $1.91 billion |
| Corporations or other businesses | 20 | $480.5 million |
| Charitable organizations | 7 | $84 million |
| Individuals (other than high net worth individuals) | 197 | $81.3 million |
| Pension and profit sharing plans | 6 | $9.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.56 billion | March 30, 2026 |
| December 1, 2025 | $2.30 billion | March 27, 2025 |
Other advisers in Los Angeles
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Vance Street Capital LLC | Los Angeles | $3.22 billion | 10 | adviserinfo.sec.gov |
| RRG Capital Management LLC | Los Angeles | $2.89 billion | 12 | adviserinfo.sec.gov |
| TCW PT Management Company LLC | Los Angeles | $2.70 billion | 2 | adviserinfo.sec.gov |
| Breakthrough Properties | Los Angeles | $2.69 billion | 12 | adviserinfo.sec.gov |
| CIM Capital, LLC | Los Angeles | $2.68 billion | 7 | adviserinfo.sec.gov |
| Ssi Investment Management LLC | Los Angeles | $2.55 billion | Not listed | adviserinfo.sec.gov |
| Perennial Financial Services | Los Angeles | $2.50 billion | Not listed | adviserinfo.sec.gov |
| Ifc Advisors LLC | Los Angeles | $2.34 billion | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Los Angeles, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Howard Capital Management Group, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.