Wealth Manager
    SEC Registered

    Highland Capital Management, LLC

    Registered investment advisor · Memphis, Tennessee · CRD #104842

    Assets Under Management
    $3.8B
    Client Accounts
    956
    Employees
    21
    CRD Number
    104842
    Registration
    SEC Registered
    Custodian
    Argent Trust Company, Salem Trust, Charles Schwab & Co., Inc., Truist Financial Corp

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

    About Highland Capital Management, LLC

    Highland Capital Management, LLC, founded in 1987, is an investment advisory firm specializing in managing equity and fixed income portfolios for various clients, employing a disciplined investment approach focused on quality and strong fundamentals. The firm manages hedge funds, structured investment vehicles, and mutual funds globally.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Highland Capital Management, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Highland Capital Management, LLC's AUM?

    Highland Capital Management, LLC reports approximately $3.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Highland Capital Management, LLC headquartered?

    Highland Capital Management, LLC is headquartered in Memphis, Tennessee.

    What is Highland Capital Management, LLC's CRD number?

    Highland Capital Management, LLC's CRD number is 104842. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Highland Capital Management, LLC manage?

    Highland Capital Management, LLC manages approximately 956 client accounts according to its latest SEC filing.

    Is Highland Capital Management, LLC SEC registered?

    Yes, Highland Capital Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Research firms like Highland Capital Management, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial