CRD: 316636
Highpoint Planning Partners
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-29-2021
- Office Locations
- 54
Office Locations
About Highpoint Planning Partners
HighPoint Planning Partners delivers discovery-led financial planning and investment guidance, aligning portfolios to clients’ lifestyle needs and short- and long-term goals. Investment advice is provided through HighPoint Advisor Group (RIA) with brokerage through LPL Financial. The practice supports individuals and entrepreneurs with retirement, tax/estate, and risk-management planning, typically using diversified allocations including ETFs and mutual funds, and was listed in the FT 300 (2019).
Reported data analysis
What the numbers show
Between April 8, 2025 and July 30, 2026, reported AUM increased 19.6%, from $4.0B to $4.8B.
Across 5 reported observations, AUM increased 32.1% between December 21, 2022 and July 30, 2026, from $3.6B to $4.8B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 102 advisory representatives and 10,348 clients, or 101.5 clients per representative. That equates to $462.2K in reported AUM per client.
The profile lists 54 reported office locations and 4 years in operation. The source data was last updated on July 30, 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
- Platform
- Services
- Technology
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Owner & Executives
MARTIN ANTHONY CAMPBELL
Investment Advisor, PARTNER
- CRD
- #5454253
- Ownership
- Less than 5%
CRAIG FARIS IBRAHIM
Advisor, PARTNER
- CRD
- #4621196
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Joseph Abbott
Wealth Advisor
- CRD
- #7685289
PETER MATHEW ALDWORTH
Advisor
- CRD
- #6117375
Showing 2 of 114 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,783,000,000 | $303,837 |
| Non-Discretionary | $0 | -- |
| Total | $4,783,000,000 | $303,837 |
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Separately Managed Accounts
SMA allocation detail is available
Highpoint Planning Partners 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
Highpoint Planning Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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