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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-01-2014
- Office Locations
- 1
Office Locations
About Highland Consulting Associates International, Inc.
Highland Consulting Associates International, Inc. is a Cleveland-based RIA. The firm has been operating for 12 years. Managing $76.6M in total assets under management, They custody assets with Fidelity/NFS.
Reported data analysis
What the numbers show
Between March 27, 2025 and March 18, 2026, reported AUM increased 42.1%, from $53.9M to $76.6M.
Across 5 reported observations, AUM decreased 71.0% between March 14, 2022 and March 18, 2026, from $264.7M to $76.6M.
Of the latest reported AUM, 21.6% is discretionary and 78.4% is non-discretionary.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on March 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
KEVIN JOHN MAHON
Partner, Secretary
- CRD
- --
- Ownership
- Less than 5%
RICHARD VERES
President
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,531,409 | $16,531,409 |
| Non-Discretionary | $60,101,987 | $15,025,497 |
| Total | $76,633,396 | $15,326,679 |
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Separately Managed Accounts
SMA allocation detail is available
Highland Consulting Associates International, Inc. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.