HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.
CLEVELAND, OHCRD 282906Latest ADV March 18, 2026
Highland Consulting Associates International, 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 $77M in regulatory assets under management, 0 employees, and 5 accounts.
Assets Under Management
$77M
Employees
—
Offices
--
Total Clients
5
Primary office
CLEVELAND, OH
159 CROCKER PARK BLVD., SUITE 350, CLEVELAND, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 80.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
80.0%
4
2
HNWI
20.0%
1
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$77Mas of March 18, 2026
Discretionary21.6%
$17M
22% of total RAUM21.6%
Non-discretionary78.4%
$60M
78% of total RAUM78.4%
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$77M
Total Accounts5
10Y AUM Change+$77M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees—
Clients per Employee—
10Y Employee Change0
* 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.