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- Custodian
- Charles Schwab & Company · TD Ameritrade · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-21-1972
- Office Locations
- 3
Office Locations
About Highland Capital Management, LLC
Highland Capital Management (since 1987) provides personalized investment advisory and portfolio management for high-net-worth and institutional clients, including foundations/endowments, public funds, retirement plans, and Taft-Hartley. The firm runs equity, fixed income, balanced, and specialty strategies, blending quantitative research with a focus on quality, capital preservation, and risk-managed income. Team experience averages 25+ years.
Reported data analysis
What the numbers show
Between March 13, 2025 and July 8, 2026, reported AUM increased 9.6%, from $3.5B to $3.9B.
Across 5 reported observations, AUM increased 12.6% between April 1, 2022 and July 8, 2026, from $3.4B to $3.9B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 13 advisory representatives and 957 clients, or 73.6 clients per representative. That equates to $4.1M in reported AUM per client.
The profile lists 3 reported office locations and 54 years in operation. The source data was last updated on July 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Highland Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
LORI NELMS MONTGOMERY
Chief Compliance Officer, Owner
- CRD
- --
- Ownership
- Less than 5%
DAVID LEE THOMPSON
Chief Investment Officer, Director, DIRECTOR OF PRIVATE WEALTH
- CRD
- #4344729
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
Unlock allContacts
LELIA WOODLEY COGGINS
Senior Fixed Income Portfolio Manager
- CRD
- #5310620
MARK JOSEPH CRONIN
Research Analyst, Senior Portfolio Manager
- CRD
- #1299815
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,880,641,890 | $4,055,007 |
| Non-Discretionary | $0 | -- |
| Total | $3,880,641,890 | $4,055,007 |
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Separately Managed Accounts
SMA allocation detail is available
Highland Capital Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Highland Capital Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.