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RIA / WealthAdvisor18 years in industry

ZACHARY ALAN STOUT

Advisor at HOWARD CAPITAL MANAGEMENT, LLC

ALPHARETTA, GA

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Search this name across graphsid dfx:ria:2074f6e2-d9b6-6065-070a-fd08d94a3229

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 3, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: HOWARD CAPITAL MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 30, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: May 30, 2008
First registration: Feb 3, 2016
Dual registered: no
IAPD individual key: 5299756

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
HOWARD CAPITAL MANAGEMENT, LLC	Independent wealth	Jun 2, 2020	n/a	yes	ALPHARETTA, GA	Current employment
ALGORITHMIC INVESTMENT MODELS	Other adviser	Jan 21, 2020	Jan 29, 2020	no	Atlanta, GA\|BOSTON, MA	Previous registration
BEAUMONT FINANCIAL PARTNERS LLC	Former SEC adviser	May 10, 2017	Dec 31, 2019	no	ST. PETERSBURG, FL\|NEEDHAM, MA\|Atlanta, GA\|SMYRNA, GA	Previous registration
FREEDOM INVESTMENT MANAGEMENT, INC.	Independent wealth	Feb 3, 2016	May 24, 2016	no	SOUTH WINDSOR, CT\|St. Petersburg, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ALGORITHMIC INVESTMENT MODELS	HOWARD CAPITAL MANAGEMENT, LLC	Jan 29, 2020	Jun 2, 2020	125	Firm change	Other
BEAUMONT FINANCIAL PARTNERS LLC	ALGORITHMIC INVESTMENT MODELS	Dec 31, 2019	Jan 21, 2020	21	Firm change	Other
FREEDOM INVESTMENT MANAGEMENT, INC.	BEAUMONT FINANCIAL PARTNERS LLC	May 24, 2016	May 10, 2017	351	Firm change	Other

Relationships

Registered with (4)

→ HOWARD CAPITAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Jun 2, 2020 to presentfactForm ADV
→ ALGORITHMIC INVESTMENT MODELSRegistered adviserregistration: previous registration
Jan 21, 2020 to Jan 29, 2020factForm ADV
→ BEAUMONT FINANCIAL PARTNERS LLCRegistered adviserregistration: previous registration
May 10, 2017 to Dec 31, 2019factForm ADV
→ FREEDOM INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Feb 3, 2016 to May 24, 2016factForm ADV

Dated events

No dated event names this entity yet.