Highland Investment Advisors LLC
● SEC registered since 2021CRD 141694SEC# 801-120113Ponte Vedra, FL
Reg. AUM
$368.3M
Employees
11
Accounts
1,412
Location
Ponte Vedra, FL
Highland Investment Advisors LLC assets under management
Highland Investment Advisors LLC operates as an SEC-registered investment adviser based in Ponte Vedra, FL. The firm has been registered since 2021. It reports $368.3 million in regulatory assets under management and employs 11 people.
Highland Investment Advisors LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Sean Drake Control | Managing Member/Investment Advisor Representative/Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Highland Investment Advisors LLC manage?
Highland Investment Advisors LLC reports $368.3 million in regulatory assets under management on its Form ADV.
How many employees does Highland Investment Advisors LLC have?
Highland Investment Advisors LLC reports 11 employees.
Where is Highland Investment Advisors LLC located?
Highland Investment Advisors LLC is based in Ponte Vedra, FL and has been SEC-registered since 2021.
Does Highland Investment Advisors LLC disclose fund performance?
Highland Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 466 Town Plaza Ave, Ste 330, Ponte Vedra, FL 32081 |
| Phone | 414-755-2309 |
| Fax | 414-755-2313 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$368.3M▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$368.3Mregulatory AUM
Discretionary $367.3MNon-discretionary $981K