Highland Investment Advisors LLC
Firm details
- Headquarters
- Ponte Vedra, Florida
- CRD number
- 141694
- Registered since
- January 11, 2021
- Custodians
- CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals62.97%
- HNWI31.03%
- Pension & Profit Sharing Plans4.71%
- Charitable Organizations0.93%
- Corporations / Businesses0.36%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Highland Investment Advisors LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm identifies as a capital allocator that serves both individual and family clients as well as institutional accounts. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. Fee arrangements include asset-based fees and fixed fees. Highland does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- US Government Bonds11%
- Exchange Traded Equities7%
- Cash & Cash Equivalents4%
- State & Local Bonds1%
Contacts
3 of 10
Robert Dignan
Private Client AdvisorCRD 2940253
Mark Whitman
Financial PlannerCRD 7076144
Anastasiya Kolodiy
Portfolio AnalystCRD 7192436
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 265Active vs passive
$211M in ETFs
74%
$155M
26%
$55.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI) | Dimensional | Active | Foreign Large Blend | $26.2M | 634,474 | 12.42% |
Location
Ponte Vedra, FL
Saint Johns
Location
Ponte Vedra, FL
Headquartered in Ponte Vedra, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- Saint Johns
- Address
- 466 Town Plaza Ave
- Time zone
- ET (UTC-5)
- Office locations
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