Highland Investment Advisors LLC
● SEC registered since 2021CRD 141694SEC# 801-120113Ponte Vedra, FL
Reg. AUM
$368.3M
Employees
12
Accounts
1,412
Location
Ponte Vedra, FL
About Highland Investment Advisors
Highland Investment Advisors is a fee-only firm offering financial planning, investment management, estate administration, and tax planning. It serves clients who are accumulating wealth, focused on retirement, or practicing as physicians.
Summary based on the firm’s website.
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 12 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 12 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, monthlyOct '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,389 advisers
EmployeesTop 35%
More than 65% of 16,799 advisers
Assets under management
$368.3Mregulatory AUM
Discretionary $367.3MNon-discretionary $981K