LAKE HIGHLANDS CAPITAL MANAGEMENT

RIASEC Registered

Total AUM

$810K

Discretionary

$810K

100% of AUM

Avg account

$270K

Accounts

Employees

Advisory reps

Firm details

Headquarters: DALLAS, Texas
CRD number: 304452
Custodians: INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC., TD AMERITRADE, INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI92.59%
Individuals7.41%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lake Highlands Capital Management operates as a limited liability company focused on providing portfolio management services to individuals, small businesses, and institutional clients. The firm is structured to charge fees based on a percentage of assets under management, fixed fees, and performance-based fees. While it does not actively engage in ESG investing, it has established a presence in the financial services industry without being classified under a specific category. The firm does not allocate capital to third-party external asset managers, positioning itself as a direct provider of investment management services.