HIGHLAND CONSULTING ASSOCIATES INC.

RIASEC RegisteredEst. 1994

Total AUM

$21.9B

Discretionary

$609M

3% of AUM

Avg account

$46.9M

Accounts

468

Employees

Advisory reps

Firm details

Headquarters: CLEVELAND, Ohio
CRD number: 109834
Registered since: March 18, 1994
Website: highlandusa.net
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, THE VANGUARD GROUP, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans89.89%
Charitable Organizations7.01%
Corporations / Businesses1.62%
HNWI1.41%
Insurance Companies0.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Highland Consulting Associates Inc. is an independent registered investment adviser that acts as a capital allocator for both high-net-worth individuals and institutional clients. SEC-registered since 1994, the firm delivers financial planning, portfolio management for individuals and businesses, pension consulting and selection of other advisers, and educational workshops. Its business model blends ongoing advisory relationships with consulting and project work, reflected in a mix of percentage-of-AUM, hourly and fixed-fee billing. Investment activity centers on public funds as the core building blocks of client portfolios, supplemented by meaningful allocations to alternative strategies. The firm does not position itself as an ESG investor. Given the large proportion of non-discretionary assets on the books, Highland often provides advisory and consultant-style mandate work where clients retain implementation authority while relying on Highland for manager selection and strategy design.