Investment adviser · CRD 118070

HOWARD CAPITAL MANAGEMENT, INC.

Investment adviser filing (IA)

ALPHARETTA, GA, United States · Form ADV filed Jun 12, 2026

Regulatory AUM
$8.01B
Form ADV · Item 5.F
Client accounts
14,608
Accounts, not individual clients
Employees
45
Reported in this filing
Advisory professionals
10
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Other investment advisers18$2,547,590,75131.8%
Individuals9,734$2,454,977,64430.7%
High-net-worth individuals812$1,903,669,09923.8%
Investment companies7$1,044,183,77613.0%
Corporations & businesses24$32,792,6820.4%
Charities7$19,115,7360.2%
Retirement plans6$4,499,1870.1%
Filing source

Form ADV 2111339 · Jun 12, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

HCM INSTITUTIONAL EQUITYHedge Fund · Last reported Mar 28, 2024$897Gross asset value

Form D fundraising filings

CAA1, LLC

Fund administrator ALTA TRUST COMPANY SIOUX FALLS, South Dakota, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian FIDELITY BROKERAGE SERVICES LLC SMITHFIELD, Rhode Island, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

Fund details & source
Fund ID
805-9774268096
Reported beneficial owners
3
Minimum commitment
$1M
Form D file number
021-351926

Form ADV 1829537 · Mar 28, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 12, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Business portfolio management

Compensation

Percentage of assets · Subscription

Principal office

415 SOUTH BROAD STREET
ALPHARETTA, GA, 30009, United States

CRD 118070

Filing source

Form ADV 2111339 · Jun 12, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.