BUFFALO GROVE, ILCRD 306195Latest ADV March 27, 2026
Highview Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Buffalo Grove, IL. Its latest Form ADV filing, dated March 27, 2026, reports $416M in regulatory assets under management, 5 employees, and 257 accounts.
Assets Under Management
$416M
Employees
5
Offices
--
Total Clients
97
Primary office
BUFFALO GROVE, IL
2150 E. LAKE COOK ROAD, SUITE 820, BUFFALO GROVE, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 83.5% of total clients.
Top client categories% of clientsClients
1
HNWI
83.5%
81
2
Individuals
16.5%
16
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$416Mas of March 27, 2026
Discretionary100.0%
$416M
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.
Total AUM$416M
Total Accounts257
10Y AUM Change+$416M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee19:1
10Y Employee Change+2 (+66.7%)
* 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.