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HIGHLAND CONSULTING ASSOCIATES INC.

CLEVELAND, OH · CRD 109834 · IAPD ↗ · highlandusa.net · 440-808-1500

$21.93BRegulatory AUM
17Advisory reps
28Employees
4Clients
11-25Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — HIGHLAND CONSULTING ASSOCIATES INC. notice-filed in IN, KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — HIGHLAND CONSULTING ASSOCIATES INC. reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
April 2024 — HIGHLAND CONSULTING ASSOCIATES INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — HIGHLAND CONSULTING ASSOCIATES INC. reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.