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Coleton Edward Staton

Howard Capital Management, LLC

Alpharetta, GA

CRD 7169413

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Employer firm

Howard Capital Management, LLC CRD 118070

$8.01B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Howard Capital Management, Llc

415 South Broad Street, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-12-06
  • PA RA
    APPROVED
    Since 2023-12-06

Branch Locations

415 South Broad Street, Alpharetta, GA 30009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
John Hancock Boston MA 08/2019 Present
John Hancock Distributors Llc Boston MA 08/2019 Present
Massmutual Atlanta GA 06/2018 06/2019
Atlanta Braves Atlanta GA 04/2016 08/2017
Mercer University Macon GA 08/2014 05/2018
Howard Capital Management Roswell GA 01/2020 Present
  • 08/2019 → Present
    John Hancock
    Boston, MA
  • 08/2019 → Present
    John Hancock Distributors Llc
    Boston, MA
  • 06/2018 → 06/2019
    Massmutual
    Atlanta, GA
  • 04/2016 → 08/2017
    Atlanta Braves
    Atlanta, GA
  • 08/2014 → 05/2018
    Mercer University
    Macon, GA
  • 01/2020 → Present
    Howard Capital Management
    Roswell, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-06
S63 Uniform Securities Agent State Law Examination 2019-09-21
  • S65 Uniform Investment Adviser Law Examination
    2023-12-06
  • S63 Uniform Securities Agent State Law Examination
    2019-09-21
Other Names
  • Coleton E Staton
  • Cole Stanton

View on SEC IAPD

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