Wealth Manager
    SEC Registered
    Manages Private Funds

    Highland Consulting Associates Inc.

    Registered investment advisor · Cleveland, Ohio · CRD #109834

    Assets Under Management
    $21.9B
    Client Accounts
    468
    Employees
    28
    CRD Number
    109834
    Registration
    SEC Registered
    Custodian
    Fidelity Management Trust Company, Vanguard Group [malvern, Pa]

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

    About Highland Consulting Associates Inc.

    Highland was founded in 1993 and provides fee-only consulting services to institutional investors and their fiduciaries. Our firm operates on the philosophy of "investor advocacy." As our clients' Investor Advocates®, we work to improve our clients' prospects for success. Our approach dictates that our ownership, operational, and compensation structures be aligned with clients, adhering to the philosophy that "our only alliance is with our clients." Highland serves a wide array of clients. Fidu

    Fee Structure

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

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    Frequently Asked Questions

    What is Highland Consulting Associates Inc.'s AUM?

    Highland Consulting Associates Inc. reports approximately $21.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Highland Consulting Associates Inc. headquartered?

    Highland Consulting Associates Inc. is headquartered in Cleveland, Ohio.

    What is Highland Consulting Associates Inc.'s CRD number?

    Highland Consulting Associates Inc.'s CRD number is 109834. 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 Consulting Associates Inc. manage?

    Highland Consulting Associates Inc. manages approximately 468 client accounts according to its latest SEC filing.

    Is Highland Consulting Associates Inc. SEC registered?

    Yes, Highland Consulting Associates Inc. is registered with the SEC as an investment adviser with an approved registration status.

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