RIA Intel›Advisers›Wyoming›HOWARD-MARTIN CAPITAL GROUP, LLC

HOWARD-MARTIN CAPITAL GROUP, LLC

Advisory

Data as of Jul 18, 2020 · Source: SEC Form ADV

Average account

$31K

across 55 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 18, 2020.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$500K

Non-Discretionary AUM$1M

Discretionary %29.4%

Total Clients55

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

55 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WY

Closest by assets under management. All figures from Form ADV.

NET INCOME LLC

CHEYENNE, WY

$2M

CONSTANT CASHFLOW, LLC

$1M

SOVEREIGN ASSET ADVISORS LLC

$2M

REGATTA FINANCIAL LLC

$2M

BISHOP, JT

$750K

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