Highland Capital Management, LLC

RIASEC RegisteredEst. 1972

Total AUM

$3.9B

Discretionary

$3.9B

100% of AUM

Avg account

$4.1M

Accounts

957

Employees

Advisory reps

Firm details

Headquarters: Memphis, Tennessee
CRD number: 104842
Registered since: July 21, 1972
Website: www.highlandcap.com
Custodians: ARGENT TRUST COMPANY, SALEM TRUST, CHARLES SCHWAB & CO., INC., TRUIST INVESTMENT SERVICES, INC.
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: HNWI30.97%
State / Municipal Government23.27%
Pension & Profit Sharing Plans22.97%
Charitable Organizations12.87%
Other2.91%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Highland Capital Management, LLC is an institutional registered investment adviser organized as an LLC and operating since the early 1970s. It serves both individuals and families as well as institutional clients, providing discretionary portfolio management across retail and institutional account types. The firm charges fees as a percentage of assets under management and may assess performance-based and other fee arrangements. Highland does not report itself as an active ESG investor and is not listed as a multi-state adviser in the snapshot data. Its advisory scope includes portfolio management for individuals/small businesses, investment companies, and businesses or institutions. The firm also lists industry affiliations that include roles such as other investment adviser, registered municipal advisor, trust company, and insurance company.