Highball Advisors

Overview

Highball Advisors is a small, Schwab-custodied advisory firm that manages discretionary portfolios for individuals, families and small businesses. The firm leans heavily on public investment vehicles—primarily mutual funds and other pooled public funds—rather than direct-stock concentrated strategies or broad use of alternatives. Its client work combines traditional portfolio management with educational seminars and workshops, indicating a client-facing, advisory model focused on relationship management and financial education. Fee arrangements include both percentage-of-AUM and fixed-fee engagements, which allows the firm to serve a mix of clients with ongoing investment mandates and those who seek limited or project-based advice. Highball Advisors does not identify as an active ESG investor and is not registered as a multi-state adviser; its structure is an individually owned limited liability company.

Assets & Accounts

Public Holdings

Location & Offices