Highland Investment Advisors LLC
Highland Investment Advisors LLC is an SEC-registered mass-market adviser in Ponte Vedra, FL with $368.3M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Highland Investment Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 141694, SEC 801-120113, data through 2026-06-30.
- AUM (assets under management / regulatory AUM)
- $368.3M (2026-06-30)
- Firm type
- Mass-Market Adviser
- Location
- Ponte Vedra, FL
- Employees
- 11
- Clients
- 605
- CRD
- 141694
- Ownership
- DRAKE, ADAM, SEAN; KARR, KENNETH, EDWARD
How much AUM does Highland Investment Advisors LLC have?
Highland Investment Advisors LLC reported $368.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-30).
Who owns Highland Investment Advisors LLC?
Disclosed owners and executives of Highland Investment Advisors LLC include DRAKE, ADAM, SEAN, KARR, KENNETH, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.