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Highland Consulting Associates Inc.

● SEC registered since 1994CRD 109834SEC# 801-46040Cleveland, OH
Export (members)
Reg. AUM
$21.93B
Employees
28
Accounts
468
Location
Cleveland, OH

Highland Consulting Associates Inc. assets under management

Highland Consulting Associates Inc. operates as an SEC-registered investment adviser based in Cleveland, OH. The firm has been registered since 1994. It reports $21.9 billion in regulatory assets under management and employs 28 people.

Highland Consulting Associates Inc. owners & executives

4 reported
NameTitleOwnershipSince
Highland Consulting Associates Inc Employee Stock Ownership Plan ControlEmployee Stock Ownership PlanOver 75%2009
Michael Anthony Grater ControlChief Compliance OfficerUnder 5%2025
Richard Nmn Veres ControlPresidentUnder 5%1993
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Frequently asked questions

How much does Highland Consulting Associates Inc. manage?

Highland Consulting Associates Inc. reports $21.9 billion in regulatory assets under management on its Form ADV.

How many employees does Highland Consulting Associates Inc. have?

Highland Consulting Associates Inc. reports 28 employees.

Where is Highland Consulting Associates Inc. located?

Highland Consulting Associates Inc. is based in Cleveland, OH and has been SEC-registered since 1994.

Does Highland Consulting Associates Inc. disclose fund performance?

Highland Consulting Associates Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address159 Crocker Park Blvd., Suite 350, Cleveland, OH 44145-8132
Phone440-808-1500
Fax440-808-1550
Office hours8:00a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$21.93B▲ 8%
Mar '25 — $20.24BApr '25 — $20.24BMay '25 — $20.24BJun '25 — $20.24BJul '25 — $20.24BAug '25 — $20.24BSep '25 — $20.24BOct '25 — $20.24BNov '25 — $20.24BDec '25 — $20.24BJan '26 — $20.24BFeb '26 — $20.24BMar '26 — $21.93BApr '26 — $21.93BMay '26 — $21.93BJun '26 — $21.93B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 5%
Larger than 95% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers

Assets under management

$21.93Bregulatory AUM
Discretionary $609MNon-discretionary $21.32B