← Tributary

HOWARD CAPITAL MANAGEMENT, LLC

ALPHARETTA, GA · CRD 118070 · IAPD ↗ · howardcmetfs.com · 770-642-4902

$8.01BRegulatory AUM
10Advisory reps
45Employees
0Clients
n/aPlanning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
July 2026 — HOWARD CAPITAL MANAGEMENT, LLC moved its main office from ROSWELL, GA to ALPHARETTA, GA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
60
July 2026 — HOWARD CAPITAL MANAGEMENT, INC. is now doing business as HOWARD CAPITAL MANAGEMENT, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
55
April 2026 — HOWARD CAPITAL MANAGEMENT, INC. shrank from 15 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2026 — HOWARD CAPITAL MANAGEMENT, INC. added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
December 2025 — HOWARD CAPITAL MANAGEMENT, INC. changed its website from hcmguidedretirement.com to howardcmetfs.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
December 2025 — HOWARD CAPITAL MANAGEMENT, INC. added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2025 — HOWARD CAPITAL MANAGEMENT, INC. reported RAUM up 31% ($5.23B -> $6.87B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
April 2024 — HOWARD CAPITAL MANAGEMENT, INC. notice-filed in ND, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — HOWARD CAPITAL MANAGEMENT, INC. shrank from 25 to 18 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.