Highland Capital Advisors, LLC

RIASEC Registered
Total AUM
$23.8M
Discretionary
$12M
50% of AUM
Avg account
$227K
Accounts
105
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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

FINTRX

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

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth