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- Custodian
- Charles Schwab & Company · Interactive Brokers · Nationwide
- Clients
- Retail
- Platforms
- Bridge capital
- Established Date
- 10-21-2011
- Office Locations
- 1
Office Locations
About Highland Capital Advisors , LLC
Highland Capital Advisors, LLC is an independent, employee-owned RIA headquartered in the Pacific Northwest providing co-fiduciary consulting and investment oversight for trustee-directed and participant-directed retirement plans and institutional trusts (pensions, health & welfare, foundations/endowments), plus portfolio strategy for individual investors. Known for pragmatic, conflict-free advice supported by custom analytics and technology to drive timely, actionable fiduciary decisions.
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Owner & Executives
DAVID CUMMINS MCMANUS
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #1899676
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,147,231 | -- |
| Non-Discretionary | $13,000,609 | -- |
| Total | $32,147,840 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,147,840
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $42,092,208 | 11.7% |
| Public Funds | $95,337,051 | 26.5% |
| Cash | $222,333,199 | 61.8% |
| Total | $359,762,458 | 100.0% |