AdvisorCensus / Financial advisors / Virginia / Richmond / Highstone Group
Highstone Group
Filed as HIGHSTONE GROUP · Legal name Comprehensive Financial Planning Corporation
Highstone Group is an SEC-registered investment advisory firm in Richmond, VA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.
Quick answers
From the filingHow is Highstone Group compensated?
On its Form ADV (Item 5.E, October 2026), Highstone Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.
What does Highstone Group's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 27, 2026 states: Up to $1,000,000: 1.5% a year; $1,000,000.01 to $2,500,000: 1.25% a year; $2,500,000.01 to $5,000,000: 1% a year; Above $5,000,000.01: 0.75% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Highstone Group located?
Highstone Group's principal office is in Richmond, VA, according to its Form ADV.
Is Highstone Group registered with the SEC or a state?
Highstone Group is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 107549.
How much does Highstone Group manage?
Highstone Group reports $263,885,687 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (0% discretionary).
How have Highstone Group's assets and staff changed since 2021?
In the Form ADV data for Highstone Group: Regulatory assets under management: $163,083,370 in the October 2021 data and $263,885,687 in the October 2026 data, up 62%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Highstone Group serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (160); high net worth individuals (14).
Does Highstone Group report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107549
Does Highstone Group state an account minimum?
Its Form ADV Part 2A brochure dated March 27, 2026 says: "HSG’s recommended minimum investment amount for establishing a fee-based account is $50,000. Exception may be granted to the minimum at HSG’s discretion."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 1.5% |
| $1,000,000.01 to $2,500,000 | 1.25% |
| $2,500,000.01 to $5,000,000 | 1% |
| Above $5,000,000.01 | 0.75% |
The brochure's wording
With respect to all services, our basic tiered fee schedule for new and prospective clients is: 1.50% Percent annually of the portfolio value between $0 to $1,000,000.00 1.25% Percent annually of the portfolio value between $1,000,000.01 to $2,500,000.00 1.00% Percent annually of the portfolio value between $2,500,000.01 to $5,000,000.00 0.75% Percent annually of the portfolio value $5,000,000.01 And above
Account minimum: $50,000 (the brochure says it may be waived or negotiated)
The brochure's wording
HSG’s recommended minimum investment amount for establishing a fee-based account is $50,000. Exception may be granted to the minimum at HSG’s discretion.
As stated in the firm's Form ADV Part 2A brochure dated March 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$263,885,687 as of October 2026, filing dated March 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Comprehensive Financial Planning Corporation
- Also doing business as
- HIGHSTONE GROUP
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2017 (8 years)
- Employees
- Total: 4. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $263,885,687 | 4 | March 27, 2026 |
| October 2025 | $243,037,392 | 4 | March 26, 2025 |
| October 2024 | $219,303,289 | 4 | March 28, 2024 |
| October 2023 | $181,244,638 | 4 | March 31, 2023 |
| October 2022 | $196,092,129 | 4 | March 28, 2022 |
| October 2021 | $163,083,370 | 4 | March 30, 2021 |
Regulatory assets under management: $163,083,370 in the October 2021 data and $263,885,687 in the October 2026 data, up 62%.
Total employees: 4 in October 2021 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Highstone Group (CRD 107549): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/highstone-group-richmond-va-107549