Lake Highlands Capital Management
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 304452
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC., TD AMERITRADE, INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI92.59%
- Individuals7.41%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Lake Highlands Capital Management is a small, privately held LLC that provides portfolio management for both individuals/small businesses and for business or institutional clients. The firm charges a mix of percentage-of-AUM, fixed, and performance-based fees. It reports no active ESG investing program and is not positioned as a multi-state or pension consultant adviser. Ownership is listed at the individual level rather than corporate or institutional.
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
- Exchange Traded Equities95%
- Non-Exchange Traded Equities5%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Contacts
1 of 1
Connor Davis
Founder and PrincipalCRD 7126525
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 9020 Fenchurch Rd
- Time zone
- CT (UTC-6)
- Office locations
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