Highland Investment Advisors LLC

RIASEC RegisteredEst. 2021
Total AUM
$368M
Discretionary
$367M
100% of AUM
Avg account
$261K
Accounts
1,412
Employees
11
Advisory reps
10

Firm details

Headquarters
Ponte Vedra, Florida
CRD number
141694
Registered since
January 11, 2021
Website
highlandinvestmentadvisors.com
Custodians
CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals62.97%
  • HNWI31.03%
  • Pension & Profit Sharing Plans4.71%
  • Charitable Organizations0.93%
  • Corporations / Businesses0.36%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Highland Investment Advisors LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. Owned by an individual, the firm positions itself as a capital allocator that serves both individual and family clients as well as institutional accounts. Its advisory slate emphasizes financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Compensation is a mix of percentage-of-AUM and fixed fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 76%, US Government Bonds 11%, Exchange Traded Equities 7%, Cash & Cash Equivalents 4%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%76%
  • Public Funds/Mutual Funds76%
  • US Government Bonds11%
  • Exchange Traded Equities7%
  • Cash & Cash Equivalents4%
  • State & Local Bonds1%

Contacts

3 of 10
  • Robert Dignan

    Robert Dignan

    Private Client AdvisorCRD 2940253

  • Mark Whitman

    Mark Whitman

    Financial PlannerCRD 7076144

  • Anastasiya Kolodiy

    Anastasiya Kolodiy

    Portfolio AnalystCRD 7192436

Unlock 7 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Ponte Vedra, FL

Saint Johns

Location

Ponte Vedra, FL

Headquartered in Ponte Vedra, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.

Metro area
Jacksonville-St. Marys-Palatka, FL-GA
Region
South
County
Saint Johns
Address
466 Town Plaza Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Skyview Financial Group, LLC

RIA

Ponte Vedra, FL

AUM $287MTEAM 3REPS 2

Lighthouse Retirement

RIA

Ponte Vedra, FL

AUM $285MTEAM 1REPS 1

B&C Financial Advisors

RIA

Ponte Vedra, FL

AUM $626MTEAM 12REPS 9

EVE Partners

RIA

Ponte Vedra, FL

AUM $641MTEAM 14REPS 4

Vigil Wealth Management, LLC

RIA

Ponte Vedra, FL

AUM $186MTEAM 4REPS 3

Fortress Wealth Planning

RIA

Ponte Vedra, FL

AUM $794MTEAM 6REPS 5
More RIAs in Ponte Vedra →All Florida RIAs →