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Firm profile

Highland Consulting Associates Inc..

CLEVELAND, OHCRD 109834Latest ADV March 18, 2026

Highland Consulting Associates Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Cleveland, OH. Its latest Form ADV filing, dated March 18, 2026, reports $21.9B in regulatory assets under management, 28 employees, and 468 accounts.

Assets Under Management
$21.9B
Employees
28
Offices
--
Total Clients
167
Primary office
CLEVELAND, OH
159 CROCKER PARK BLVD., SUITE 350, CLEVELAND, OH, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMichael A. Grater

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentPension Plans represent 58.1% of total clients.
Top client categories% of clientsClients
1
Pension Plans
58.1%
97
2
HNWI
23.4%
39
3
Charitable
10.8%
18
4
Corporations
4.2%
7
5
Individuals
3.0%
5
Categories with <5 clients
Insurance companies<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$21.9Bas of March 18, 2026
Discretionary2.8%
$609M
3% of total RAUM2.8%
Non-discretionary97.2%
$21.3B
97% of total RAUM97.2%
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.

Total AUM$21.9B
Total Accounts468
10Y AUM Change+$10.0B (+84.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees28
Clients per Employee6:1
10Y Employee Change+1 (+3.7%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.