{
  "crd_number": 107132,
  "slug": "highstreet-financial-llc-tampa-fl-107132",
  "primary_business_name": "HIGHSTREET FINANCIAL, LLC",
  "legal_name": "HIGH STREET FINANCIAL LLC",
  "dbas": [],
  "city": "Tampa",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "45300",
  "metro": {
    "cbsa_code": "45300",
    "common_name": "Tampa",
    "msa_name": "Tampa-St. Petersburg-Clearwater, FL",
    "path": "/advisors/fl/tampa"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2011-11-01",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-09-10",
  "carried_forward": false,
  "raum_total": 29694227.0,
  "raum_discretionary": 29586445.0,
  "raum_non_discretionary": 107782.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 17266844.0,
      "count": 42
    },
    "insurance_companies": {
      "raum": 683550.0,
      "count": null,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 11733192.0,
      "count": 11
    },
    "corporations_other_businesses": {
      "raum": 10641.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "FL",
    "NC"
  ],
  "websites": [
    "https://highstreet.us",
    "https://linkedin.com/company/the-highstreet-group",
    "https://twitter.com/HighstreetGRP"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107132",
  "disclosure_items": [
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    }
  ],
  "city_as_filed": "TAMPA",
  "url": "https://advisorcensus.com/firm/highstreet-financial-llc-tampa-fl-107132",
  "display_name": "Highstreet Financial, LLC",
  "summary": "Highstreet Financial, LLC is a state-registered investment advisory firm in Tampa, FL, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 10, 2026.",
  "citation": "AdvisorCensus. Highstreet Financial, LLC (CRD 107132): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Highstreet Financial, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Highstreet Financial, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Highstreet Financial, LLC located?",
      "a": "Highstreet Financial, LLC's principal office is in Tampa, FL, according to its Form ADV."
    },
    {
      "q": "Is Highstreet Financial, LLC registered with the SEC or a state?",
      "a": "Highstreet Financial, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 107132."
    },
    {
      "q": "How much does Highstreet Financial, LLC manage?",
      "a": "Highstreet Financial, LLC reports $29,694,227 in regulatory assets under management in its Form ADV filing dated September 10, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Highstreet Financial, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (42); pension and profit sharing plans (but not the plan participants or government pension plans) (11)."
    },
    {
      "q": "Does Highstreet Financial, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation) and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/107132"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/highstreet-financial-llc-tampa-fl-107132.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 42,
      "fewer_than_5": false,
      "raum": 17266844.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 11733192.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 683550.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 10641.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "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/107132",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}