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Bailey Wakefield

Howard Capital Management, LLC

Huntsville, TX

Alpharetta, GA

CRD 7513229

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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
TX RA APPROVED 2024-01-31
  • TX RA
    APPROVED
    Since 2024-01-31

Branch Locations

2201 Avenue S., Huntsville, TX 77340 • United States

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
Brock Construction Madisonville TX 06/2014 12/2018
First National Bank Of Huntsville Huntsville TX 03/2019 12/2020
Howard Capital Managment Huntsville TX 01/2021 Present
  • 06/2014 → 12/2018
    Brock Construction
    Madisonville, TX
  • 03/2019 → 12/2020
    First National Bank Of Huntsville
    Huntsville, TX
  • 01/2021 → Present
    Howard Capital Managment
    Huntsville, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-31
  • S65 Uniform Investment Adviser Law Examination
    2024-01-31
Other Names
  • Bailey Wakefield Denson

View on SEC IAPD

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Nearby Offices

MUTUAL OF OMAHA INVESTOR SERVICES, INC. · HUNTSVILLE, TX
EDWARD JONES · HUNTSVILLE, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · Huntsville, TX

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