RIA Intel›Advisers›Maryland›HOWIE CAPITAL MANAGEMENT

HOWIE CAPITAL MANAGEMENT

Advisory

BALTIMORE, MD

Data as of May 14, 2024 · Source: SEC Form ADV

Average account

$2K

across 67 accounts

AUM per adviser

$60K

2 advisers

Source: SEC Form ADV. Figures as filed May 14, 2024.

Total AUM

$120K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$120K

Discretionary AUM$120K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients67

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMD

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

67 clients

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

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

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