Highland Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Memphis, TN. Its latest Form ADV filing, dated March 25, 2026, reports $3.8B in regulatory assets under management, 21 employee, 1 office, and 956 accounts.
Assets Under Management
$3.8B
Employees
21
Offices
1 office
Total Clients
956
Primary office
MEMPHIS, TN
850 RIDGE LAKE BLVD, SUITE 205, MEMPHIS, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 47.1% of total clients.
Top client categories% of clientsClients
1
HNWI
47.1%
450
2
Individuals
21.5%
206
3
Government
11.2%
107
4
Pension Plans
8.9%
85
5
Charitable
8.1%
77
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.8Bas of March 25, 2026
Discretionary100.0%
$3.8B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.8B
Total Accounts956
10Y AUM Change+$1.3B (+49.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee46:1
10Y Employee Change-11 (-34.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.