Howard-Martin Capital Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,700,000
Total clients
55
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
55
Average account size
$30,909
About
Howard‑Martin Capital Group is a small, independent advisory firm that serves individual investors across wealth levels as well as charitable and business organization clients. The firm offers investment planning, portfolio management, and analysis of investment vehicles on a case‑by‑case basis.
The firm applies fundamental and technical analysis together with proprietary methods to develop recommendations, and it frames its advice under a fiduciary standard while emphasizing low‑cost implementation and awareness of trading costs. It does not take custody of client assets and relies on third‑party custodians and service platforms for trade execution and automated portfolio functions, and it generally seeks client approval before acting with investment discretion.
Distinctive features include the firm’s provision of portfolio management to non‑individual entities and a practice orientation toward primarily non‑discretionary arrangements rather than routine discretionary management. The firm also combines traditional research with proprietary pricing and timing analysis and deploys both an institutional broker‑dealer platform and a sub‑advisor/automated platform to implement strategies, an operational mix that is uncommon for a solo adviser with its scale.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Market timing
Security ratings or pricing
Expertise
Active portfolio management
Fee options
Fees charged per month or flat fees for investment planning; specific amounts not stated in brochure
Fees charged per hour; specific amounts not stated in brochure
Most active in
Howard-Martin Capital Group, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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