Highstone Group

Overview

Highstone Group is an independent registered investment adviser organized as a corporation and SEC-registered since 2017. The firm is individually owned and focuses on serving individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee model is a hybrid: percentage of AUM plus options for hourly and fixed fees, and it also generates commission income through transactional activity. The firm operates in both advisory and transactional roles: it functions as a registered representative of a broker-dealer and as an insurance broker. Those business activities support use of insurance products (including annuities) alongside discretionary and non-discretionary advisory work. Highstone is not positioned as a capital allocator, does not identify as an ESG-active investor, and is not registered as a multi-state adviser. The firm maintains professional affiliations with an accountant and an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives