Howard Capital Management Group, LLC
Howard Capital Management Group, LLC is an SEC-registered investment advisory firm headquartered in Los Angeles, California. The firm provides professional money management services to private clients, financial advisors, and registered investment advisors. Founded with a focus on quantitative, math-driven investment solutions, the group offers separately managed accounts, retirement tools, and proprietary mutual funds and ETFs to a diverse client base. As of 2025, the firm employs approximately 43 people and manages $6.9 billion in assets.
Investment Strategy
Howard Capital Management Group employs a tactical, quantitative, and math-driven investment approach aiming to mitigate market volatility and reduce losses in changing market environments. Their expertise is rooted in over 20 years of quantitative research, leveraging proprietary technology such as the HCM-BuyLine®, a math-driven indicator intended to remove emotion and bias from investing decisions. The firm tailors investment solutions to varied risk profiles, maintaining full liquidity and flexibility across strategies including managed accounts, retirement plans, and proprietary mutual funds and ETFs.
Latest 13F Filing Activity
Howard Capital Management Group, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 140 equity positions with a total 13F market value of $2B. The fund increased holdings in Nvidia Corp., EQT Corp., Apple Inc. among other positions. Howard Capital Management Group, LLC reduced exposure to Accenture PLC Class A, Salesforce, Costco Wholesale Co. among others.
Top Holdings
Equity Positions (140)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | Nvidia Corp | 12.27% | $193.9M | 1,039,214 | $13.44 | $186.58 | +$26.0M |
A AAPL | Apple Inc | 6.92% | $109.3M | 429,144 | $124.94 | $254.63 | +$21.6M |
M MSFT | Microsoft | 6.32% | $99.9M | 192,848 | $241.14 | $517.95 | +$4.4M |
S SPY | SPDR S&P 500 ETF | 6.26% | $98.9M | 148,449 | $399.77 | $666.18 | +$5.9M |
A AMZN | Amazon | 4.92% | $77.7M | 353,944 | $155.04 | $219.57 | +$581.7K |
Industry Allocation
Investment Team (5)
| Name | Role | Location | |
|---|---|---|---|
 | President | Los Angeles, CA , United States | |
J Jason Kaplan | Managing Partner | Beverly Hills, CA , United States | |
M Michael Wissel | Managing Director | Morristown, NJ , United States | |
 | Senior Managing Director | Los Angeles, CA , United States | |
N Nate Whitaker | Equity Research Analyst | Culver City, CA , United States |