PONTE VEDRA, FLCRD 141694Latest ADV February 16, 2026
Highland Investment Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ponte Vedra, FL. Its latest Form ADV filing, dated February 16, 2026, reports $368M in regulatory assets under management, 11 employee, 2 offices, and 1,412 accounts.
Assets Under Management
$368M
Employees
11
Offices
2 offices
Total Clients
605
Primary office
PONTE VEDRA, FL
466 TOWN PLAZA AVE, STE 330, PONTE VEDRA, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.1% of total clients.
Top client categories% of clientsClients
1
Individuals
88.1%
533
2
HNWI
9.9%
60
3
Pension Plans
0.8%
5
4
Corporations
0.7%
4
5
Charitable
0.5%
3
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$368Mas of February 16, 2026
Discretionary99.7%
$367M
100% of total RAUM99.7%
Non-discretionary0.3%
$981K
0% of total RAUM0.3%
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$368M
Total Accounts1,412
10Y AUM Change+$264M (+254.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee55:1
10Y Employee Change+6 (+120.0%)
* 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.