|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Howard Capital Management Inc
✚
|
|
|---|---|
| CRD # | 118070 |
| SEC # | 801-69763 |
| CIK # | 0001733173, 0001860501, 0001078658 |
| AUM | $6.9 B (2025-06-30) |
| Employees | 43 (35% Investors, 12% Brokers) |
| Phone | 770-642-4902 |
| Address | 1145 Hembree Rd Roswell, GA 30076 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 124.2 | |
| Microsoft Corp | 95.9 | |
| Apple Inc | 77.4 | |
| Facebook Inc | 59.8 | |
| Broadcom Inc | 55.2 | |
| Amazon Com Inc | 53.6 | |
| Tesla Motors Inc | 32.5 | |
| Costco Wholesale Corp /NEW | 31.4 | |
| Netflix Inc | 27.0 | |
| Alphabet Inc | 25.0 |
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | HCM Institutional Equity | [2020-10-29] | 1.1 | 0.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,588 | 2.1 |
| (b) Individuals (high net worth individuals) | 758 | 1.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 7 | 0.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 0.0 |
| (h) Charitable organizations | 7 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 14 | 2.3 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 21 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 14,684 | 6.9 |
| By Discretionary | ||
| Discretionary | 14,684 | 6.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 14,684 | 6.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.9 | |
| Total | 14,684 | 6.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Mark Flake | 3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001078658] | |
| 13F-HR | [0001733173] | |
| 13F-HR | [0001860501] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Martin Currie Inc
✚
|
7.3 | |
|
Alpha Architect LLC
✚
|
PA | 7.3 |
|
Tweedy Browne Company LLC
✚
|
CT | 7.3 |
|
Smead Capital Management Inc
✚
|
AZ | 7.2 |
|
Simon Quick Advisors LLC
✚
|
NJ | 7.1 |
|
Bramshill Investments LLC
✚
|
FL | 6.9 |
|
Skyview Investment Advisors LLC
✚
|
NJ | 6.9 |
|
Lyrical Asset Management LP
✚
|
NY | 6.8 |
|
LMCG Investments LLC
✚
|
MA | 6.5 |
|
Templeton Investment Counsel LLC
✚
|
FL | 6.4 |