Highland Capital Advisors, LLC

RIASEC Registered
Total AUM
$32.1M
Discretionary
$19.1M
60% of AUM
Avg account
$284K
Accounts
113
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
159055
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Individuals73.76%
  • HNWI26.24%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Highland Capital Advisors, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients, charging fees based on a percentage of assets under management. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. According to available records the firm is not positioned as a capital allocator, does not identify as an active ESG investor, and does not present itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 73%, Public Funds/Mutual Funds 16%, Cash & Cash Equivalents 11%73%
  • Exchange Traded Equities73%
  • Public Funds/Mutual Funds16%
  • Cash & Cash Equivalents11%

Owners & executives

1 of 1
  • David Mcmanus

    David Mcmanus

    Chief Investment OfficerCRD 1899676

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth