Highview Capital Management, LLC
Firm details
- Headquarters
- Buffalo Grove, Illinois
- CRD number
- 306195
- Registered since
- May 24, 2021
- Website
- www.hv-cap.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.43%
- Charitable Organizations2.07%
- Individuals0.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Highview Capital Management, LLC is an independent, SEC-registered registered investment adviser formed as an LLC in 2021 and owned by an individual. The firm serves predominantly individual and family clients and charges fees on a percentage-of-AUM basis. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of third‑party advisers. Highview identifies as a capital allocator rather than a single-strategy shop. It does not describe itself as an active ESG investor and appears to operate without a broad multi‑state branch footprint.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Public Funds/Mutual Funds21%
- Non-Exchange Traded Equities5%
- State & Local Bonds1%
Contacts
3 of 4
Brian Vogler
Investment AnalystCRD 6288722
Mark Sansoterra
Managing Partner and Co-FounderCRD 7225934
Michael Mcnitt
Managing PartnerCRD 5662484
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$132M in ETFs
99%
$131M
0%
$1.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $20.3M | 27,164 | 15.42% |
Location
Buffalo Grove, IL
Lake
Location
Buffalo Grove, IL
Headquartered in Buffalo Grove, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 2150 E Lake Cook Rd
- Time zone
- CT (UTC-6)
- Office locations
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