HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.

RIASEC RegisteredEst. 2016
Total AUM
$76.6M
Discretionary
$16.5M
22% of AUM
Avg account
$15.3M
Accounts
5
Advisory reps
2

Firm details

Headquarters
CLEVELAND, Ohio
CRD number
282906
Registered since
March 10, 2016
Custodians
SUN LIFE ASSURANCE COMPANY OF CANADA, FIDELITY INVESTMENTS CANADA ULC, THE CANADA LIFE ASSURANCE COMPANY, THE MANUFACTURERS LIFE INSURANCE COMPANY
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Pension & Profit Sharing Plans78.43%
  • HNWI21.57%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Highland Consulting Associates International, Inc. is a small, SEC-registered corporate adviser that functions primarily as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm combines discretionary portfolio management with significant non-discretionary advisory work and advisor-selection services, indicating a hybrid model where it manages some mandates directly while directing other capital to external managers. Investment activity centers on private fund exposure: the firm shows a clear preference for private funds as its dominant asset type and allocates to a range of third-party alternative managers. Advisory services listed include portfolio management for individuals, small businesses and institutions, plus pension consulting and the selection of other advisers. Highland Consulting Associates International, Inc. charges clients via a mix of percentage-of-AUM, hourly fees and fixed fees, which aligns with a consulting-first practice that also accepts managed relationships. The firm is not flagged as an active ESG investor and is not a multistate adviser.

Assets & Accounts

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

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Client base

Client personas

Asset composition

Asset composition: Private Funds 78%, Public Funds/Mutual Funds 10%, Exchange Traded Equities 3%, Cash & Cash Equivalents 3%, Other 3%, Investment Grade Corp Bonds 2%, State & Local Bonds 1%78%
  • Private Funds78%
  • Public Funds/Mutual Funds10%
  • Exchange Traded Equities3%
  • Cash & Cash Equivalents3%
  • Other3%

Contacts

2 of 2
  • KEVIN MAHON

    ConsultantCRD 4954773

  • RICHARD VERES

    Co-FounderCRD 1344302

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

CLEVELAND, OH

CUYAHOGA

Location

CLEVELAND, OH

Headquartered in CLEVELAND, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
CUYAHOGA
Address
159 Crocker Park Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth