Highland Associates Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Birmingham, AL. Its latest Form ADV filing, dated March 30, 2026, reports $21.0B in regulatory assets under management, 19 employees, 1 office, and 61 accounts.
Assets Under Management
$21.0B
Employees
19
Offices
1 office
Total Clients
65
Primary office
BIRMINGHAM, AL
2545 HIGHLAND AVENUE SOUTH, SUITE 200, BIRMINGHAM, AL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentCorporations represent 35.4% of total clients.
Top client categories% of clientsClients
1
Corporations
35.4%
23
2
Pension Plans
24.6%
16
3
Charitable
23.1%
15
4
Insurance Cos.
10.8%
7
5
Pooled Investment Vehicles
6.2%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$21.0Bas of March 30, 2026
Discretionary35.5%
$7.5B
35% of total RAUM35.5%
Non-discretionary64.5%
$13.5B
65% of total RAUM64.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$21.0B
Total Accounts61
10Y AUM Change+$1.3B (+6.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee3:1
10Y Employee Change-7 (-26.9%)
* 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.