# Highstone Group

> 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.

- CRD: 107549
- Filed as: HIGHSTONE GROUP
- Legal name: Comprehensive Financial Planning Corporation
- Also doing business as: HIGHSTONE GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Richmond, VA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107549
- AdvisorCensus page: https://advisorcensus.com/firm/highstone-group-richmond-va-107549

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- 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

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $263,885,687
- Discretionary: $0
- Non-discretionary: $263,885,687

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 160 | $145,617,258 |
| High net worth individuals | 14 | $118,268,429 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2017 (8 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- highstonegroup.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $163,083,370 | 4 | March 30, 2021 |
| October 2022 | $196,092,129 | 4 | March 28, 2022 |
| October 2023 | $181,244,638 | 4 | March 31, 2023 |
| October 2024 | $219,303,289 | 4 | March 28, 2024 |
| October 2025 | $243,037,392 | 4 | March 26, 2025 |
| October 2026 | $263,885,687 | 4 | March 27, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Highstone Group (CRD 107549): Form ADV filing data as of October 2026.