Highland Associates Inc

Registered investment advisor · Birmingham, Alabama · CRD #104948

Assets Under Management

$21B

Client Accounts

Employees

CRD Number

104948

Registration

SEC Registered

Custodian

Principal Financial Group, Pnc, Bank Of New York, Lincoln Financial

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Highland Associates Inc

Highland Associates is an independent strategic investment consultancy based in Birmingham, Alabama, founded in 1987. The firm specializes in customized investment management programs for institutional investors, particularly focusing on not-for-profit healthcare institutions, foundations, endowments, and other mission-based organizations. As of February 2025, Highland advises on over $20.5 billion in assets and has an average client engagement of 14 years. It operates as a subsidiary of Regions

Fee Structure

Percentage of assets under management Yes

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Highland Associates Inc

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Frequently Asked Questions

What is Highland Associates Inc's AUM?

Highland Associates Inc reports approximately $21B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Highland Associates Inc headquartered?

Highland Associates Inc is headquartered in Birmingham, Alabama.

What is Highland Associates Inc's CRD number?

Highland Associates Inc's CRD number is 104948. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.