CP
CP

Caden Palmer

2 Years of Experience
Alpharetta, GA
Broker

Caden Palmer is a registered investment advisor at Howard Capital Management, LLC, based in Alpharetta, GA, with 2 years of industry experience. Caden is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Federal Employees, High Net Worth, Investment Management, Retirement Planning. Their firm serves 10,608 clients with $8B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
24 advisors
Number of Clients
10,608 clients
Average Client Portfolio
$755K average
Assets Under Management
$8.0B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.10%

Fees are negotiable. The fee retained by Howard Capital Management is up to 1.10% of assets under management, after paying a portion to the client's primary investment professional.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

415 South Broad Street, Alpharetta, GA, 30009

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Howard Capital Management, LLC
March 2026 - Present · 7 mos
Northern Lights Distributors, LLC
April 2025 - Present · 1 yr 6 mos
Northern Lights Distributors, LLCBroker
April 2025 - Present · 1 yr 6 mos
Previous Registrations
Morgan Stanley
July 2024 - August 2024 · 1 mo
Morgan StanleyBroker
September 2023 - August 2024 · 11 mos
E*trade Securities LLCBroker
August 2023 - September 2023 · 1 mo
State Registrations2 states
GANE
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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