CRD: 316636
Highpoint Planning Partners
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-29-2021
- Office Locations
- 51
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).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Unlock allContacts
Joseph Abbott
--
- CRD
- #7685289
PETER MATHEW ALDWORTH
Advisor
- CRD
- #6117375
Showing 2 of 113 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing