Margaret T. Mayer

HOWARD CAPITAL MANAGEMENT

Roswell, GA 30076

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CRD#: 6579888

Professional summary

Margaret Thamer Mayer, who also goes by Margaret Mayer, is a registered financial advisor currently at HOWARD CAPITAL MANAGEMENT, INC. located in Roswell, Georgia and OPTIVISE ADVISORY SERVICES LLC located in Alpheratta, Georgia.

Margaret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Margaret has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Margaret Mayer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Margaret Thamer Mayer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 9, 2016 - Present

HOWARD CAPITAL MANAGEMENT, INC.

Office #1: 1145 Hembree Rd., Roswell, GA 30076

RIA

CRD#: 118070

Roswell, GA

Current

January 8, 2021 - Present

OPTIVISE ADVISORY SERVICES LLC

RIA

CRD#: 301764

Alpheratta, GA

Past

June 25, 2019 - December 31, 2020

OPTIVISE ADVISORY SERVICES LLC

RIA

CRD#: 301764

Alpharetta, GA

Past

September 29, 2016 - June 28, 2019

BLUE DUCK WEALTH MANAGEMENT

RIA

CRD#: 281832

ROSWELL, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HOWARD CAPITAL MANAGEMENT, INC.

CRD#: 118070 / SEC#: 801-69763

RIA

Registered Investment Advisory firm - (12/15/2008 Approved)

Georgia

Registered Investment Advisory firm - (1/9/2009 Terminated)

Texas

Registered Investment Advisory firm - (12/15/2008 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(3/9/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/22/2016

Uniform Investment Adviser Law Examination

Current Firm

HOWARD CAPITAL MANAGEMENT, INC.

CRD#: 118070 / SEC#: 801-69763

RIA

Registered Investment Advisory firm - (12/15/2008 Approved)

Georgia

Registered Investment Advisory firm - (1/9/2009 Terminated)

Texas

Registered Investment Advisory firm - (12/15/2008 Terminated)

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Contact information

Main Address

1145 Hembree Rd., Roswell, GA 30076

Mailing Address

Phone number

(770) 642-4902

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HOWARD CAPITAL MANAGEMENT, INC. ADV BROCHURE (11/25/2025)

Regulatory assets under management

Total Number of Accounts	14,684
AUM (Assets Under Management)	$ 6,866,502,932

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Margaret T. Mayer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Margaret Thamer Mayer's CRS (Customer Relationship Summary).

Certified licenses

Experience

HOWARD CAPITAL MANAGEMENT, INC.

OPTIVISE ADVISORY SERVICES LLC

OPTIVISE ADVISORY SERVICES LLC

BLUE DUCK WEALTH MANAGEMENT

Primary Firm SEC Registration

HOWARD CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/22/2016

Current Firm

HOWARD CAPITAL MANAGEMENT, INC.

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HOWARD CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

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