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Highland Investment Advisors LLC

Highland Investment Advisors LLC. CRD 141694

Highland Investment Advisors LLC logo

CRD: 141694

Highland Investment Advisors LLC

Ponte Vedra, FL, 32081
4147552309
highlandinvestmentadvisors.com
$368.3M Total AUM
$367.3M Disc. AUM
-- 3Y CAGR
11 Employees
670 ADV. Clients
19 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท SEI
Clients
Retail and Institutional
Platforms
--
Established Date
10-11-2006
Office Locations
3

Office Locations

175 Patrick Blvd. Suite 120 Brookfield WI
466 Town Plaza AVE STE 330 Ponte Vedra FL
-- Bellingham WA

About Highland Investment Advisors LLC

Highland Investment Advisors, LLC is a fee-only, independent fiduciary RIA providing financial planning and discretionary investment management, with integrated tax planning and estate administration support. The firm focuses on long-term relationships and a dynamic planning process that adapts across life stages, especially for households building wealth and preparing for retirement. Based in Ponte Vedra, FL with an office in Brookfield, WI.

Team overview

45 AVG AGE
$36.8M AVG AUM / ADVISOR
$549.7K AVG AUM / CLIENT
7.2 yrs AVG TENURE
11 Employees
10 Advisory Reps
10 RIA Reps
19yrs Firm Age

Insights

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Asset Classes

Glacier atlas Horizon Ember pioneer Focus

Client Personas

Unison ridge Focus legacy Focus radial

Custodian

Radial Vital quantum Momentum

Investment Themes

Radial vertex Bridge Element wave Ember summit Matrix delta

Investment Vehicles

Quantum Capital wave Radial oak

Platform

Insight Foundation legacy

Services

Pioneer north Timber eagle Vertex Eagle signal Vertex Insight quantum Eagle value Oak Pathway focus

Owner & Executives

ADAM SEAN DRAKE

ADAM SEAN DRAKE

Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member

CRD
#3234115
Ownership
75% or more
(868) 203-2153
ember.wave@legacycapital.com
in linkedin.com/in/ember-quantum

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Contacts

ROBERT TERRENCE DIGNAN

ROBERT TERRENCE DIGNAN

Investment Advisor

CRD
#2940253
(626) 419-5729
ember.alpha@pathwaycapital.com
in linkedin.com/in/capital-crest
K

KENNETH EDWARD KARR

Investment Advisor Representative

CRD
#2720108
(583) 235-2472
glacier.harbor@radialcapital.com
in linkedin.com/in/vertex-unison
D

Delta meridian

Foundation meridian optima

CRD
#35935
(574) 928-8660
zenith.summit@northcapital.com
in linkedin.com/in/legacy-pioneer

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2022
12-11-2023
12-23-2024
02-26-2025
02-16-2026
Category Assets AVG. Account size
Discretionary $367,287,227 $260,672
Non-Discretionary $980,633 $326,878
Total $368,267,860 $260,813

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Separately Managed Accounts

Total SMA Asset: $368,267,860

$368.3M Total SMA
Public Funds:
14.4%
U.S. Government/Agency:
27.2%
Equity - Exchange:
16.9%
Cash:
12.5%
Corporate - Investment Grade:
11.0%
Municipal Bonds:
18.0%
Asset class Assets Assets %
Public Funds $699,666,732 14.4%
U.S. Government/Agency $1,321,592,717 27.2%
Equity - Exchange $821,136,651 16.9%
Cash $607,349,594 12.5%
Corporate - Investment Grade $534,467,643 11.0%
Municipal Bonds $874,583,416 18.0%
Total $4,858,796,753 100.0%

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