# Highland Capital Advisors , LLC

> Highland Capital Advisors , LLC is a state-registered investment advisory firm, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 30, 2026.

- CRD: 159055
- Filed as: HIGHLAND  CAPITAL ADVISORS , LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/159055
- AdvisorCensus page: https://advisorcensus.com/firm/highland-capital-advisors-llc-159055

## Quick answers

**How is Highland Capital Advisors , LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Highland Capital Advisors , LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Highland Capital Advisors , LLC registered with the SEC or a state?**
Highland Capital Advisors , LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 159055.

**How much does Highland Capital Advisors , LLC manage?**
Highland Capital Advisors , LLC reports $32,147,840 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (60% discretionary).

**What types of clients does Highland Capital Advisors , LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (69); high net worth individuals (8).

**Does Highland Capital Advisors , LLC report any disciplinary disclosures?**
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/159055

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $32,147,840
- Discretionary: $19,147,231
- Non-discretionary: $13,000,609

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 69 | $23,711,595 |
| High net worth individuals | 8 | $8,436,245 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2011 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY, NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Highland Capital Advisors , LLC (CRD 159055): Form ADV filing data as of October 2026.