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Highland Investment Advisors LLC

● SEC registered since 2021CRD 141694SEC# 801-120113Ponte Vedra, FL
Export (members)
Reg. AUM
$308.5M
Employees
11
Accounts
1,305
Location
Ponte Vedra, FL

Highland Investment Advisors LLC assets under management

Highland Investment Advisors LLC operates as an SEC-registered investment adviser based in Ponte Vedra, FL. The firm has been registered since 2021. It reports $308.5 million in regulatory assets under management and employs 11 people.
www.highlandinvestmentadvisors.comView on SEC.gov ↗

Highland Investment Advisors LLC owners & executives

1 reported
NameTitleOwnershipSince
Adam Sean Drake ControlManaging Member/Investment Advisor Representative/Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does Highland Investment Advisors LLC manage?

Highland Investment Advisors LLC reports $308.5 million in regulatory assets under management on its Form ADV.

How many employees does Highland Investment Advisors LLC have?

Highland Investment Advisors LLC reports 11 employees.

Where is Highland Investment Advisors LLC located?

Highland Investment Advisors LLC is based in Ponte Vedra, FL and has been SEC-registered since 2021.

Does Highland Investment Advisors LLC disclose fund performance?

Highland Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address466 Town Plaza Ave, Ste 330, Ponte Vedra, FL 32081
Phone414-755-2309
Fax414-755-2313
Office hours8:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$308.5M
Non-discretionary$0
Total (RAUM)$308.5M