{ "crd_number": 335788, "slug": "high-flight-financial-llc-dallas-tx-335788", "primary_business_name": "HIGH FLIGHT FINANCIAL LLC", "legal_name": "HIGH FLIGHT FINANCIAL LLC", "dbas": [], "city": "Dallas", "state": "TX", "country": "United States", "cbsa_code": "19100", "metro": { "cbsa_code": "19100", "common_name": "Dallas", "msa_name": "Dallas-Fort Worth-Arlington, TX", "path": "/advisors/tx/dallas" }, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "2025-05-06", "years_registered": 1, "period": "2026-10-01", "filing_date": "2026-04-15", "carried_forward": false, "raum_total": null, "raum_discretionary": null, "raum_non_discretionary": null, "raum_band": "not_reported", "raum_band_label": "Not reported", "total_employees": 1, "advisory_employees": 1, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": null, "count": null, "fewer_than_5": true }, "individuals": { "raum": null, "count": null, "fewer_than_5": true }, "banking_thrift": { "raum": null, "count": null, "fewer_than_5": true }, "state_municipal": { "raum": null, "count": null, "fewer_than_5": true }, "insurance_companies": { "raum": null, "count": null, "fewer_than_5": true }, "pension_profit_sharing": { "raum": null, "count": null, "fewer_than_5": true }, "other_investment_advisers": { "raum": null, "count": null, "fewer_than_5": true }, "high_net_worth_individuals": { "raum": null, "count": null, "fewer_than_5": true }, "corporations_other_businesses": { "raum": null, "count": null, "fewer_than_5": true }, "sovereign_wealth_foreign_official": { "raum": null, "count": null, "fewer_than_5": true } }, "compensation_types": [ "fixed", "hourly" ], "advisory_activities": [ "financial_planning" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "TX" ], "websites": [ "https://facebook.com/profile.php?id=61580074701837", "https://highflightfinancial.biz", "https://instagram.com/highflight_financial", "https://linkedin.com/in/kirk-reagan", "https://x.com/HighFlightFin", "https://youtube.com/channel/UCQ8nAF01S9RY92f-StPFo7g" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/335788", "city_as_filed": "DALLAS", "url": "https://advisorcensus.com/firm/high-flight-financial-llc-dallas-tx-335788", "display_name": "High Flight Financial LLC", "summary": "High Flight Financial LLC is a state-registered investment advisory firm in Dallas, TX, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated April 15, 2026.", "citation": "AdvisorCensus. High Flight Financial LLC (CRD 335788): Form ADV filing data as of October 2026.", "registration_type_label": "State-registered investment adviser", "compensation_labels": [ "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services" ], "quick_answers": [ { "q": "How is High Flight Financial LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), High Flight Financial LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees)." }, { "q": "Where is High Flight Financial LLC located?", "a": "High Flight Financial LLC's principal office is in Dallas, TX, according to its Form ADV." }, { "q": "Is High Flight Financial LLC registered with the SEC or a state?", "a": "High Flight Financial LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335788." }, { "q": "Does High Flight Financial LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/335788" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/high-flight-financial-llc-dallas-tx-335788.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": null, "fewer_than_5": true, "raum": null }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": null, "fewer_than_5": true, "raum": null }, { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": null, "fewer_than_5": true, "raum": null }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": null, "fewer_than_5": true, "raum": null }, { "type": "charitable", "label": "Charitable organizations", "count": null, "fewer_than_5": true, "raum": null }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": null, "fewer_than_5": true, "raum": null }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": null, "fewer_than_5": true, "raum": null }, { "type": "insurance_companies", "label": "Insurance companies", "count": null, "fewer_than_5": true, "raum": null }, { "type": "sovereign_wealth_foreign_official", "label": "Sovereign wealth funds and foreign official institutions", "count": null, "fewer_than_5": true, "raum": null }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": null, "fewer_than_5": true, "raum": null } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/335788", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }