Highland Capital Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 159055
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals78.12%
- HNWI21.88%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Highland Capital Advisors, LLC operates as an independent registered investment advisor (RIA) focused on providing financial planning and portfolio management services primarily for individuals and families. The firm emphasizes a personalized approach to investment management, tailoring strategies to meet the unique needs of its clients. As a limited liability company, it is owned by an individual and does not engage in capital allocation or pension consulting. The firm employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility in how clients are billed for services.
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 Equities73%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents11%
Owners & executives
1 of 1
David Mcmanus
Chief Investment OfficerCRD 1899676
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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