← Tributary

HIGHLAND INVESTMENT ADVISORS LLC

PONTE VEDRA, FL · CRD 141694 · IAPD ↗ · highlandinvestmentadvisors.com · 414-755-2309

$368.3MRegulatory AUM
10Advisory reps
11Employees
65Clients
26-50Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2025 — HIGHLAND INVESTMENT ADVISORS LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
January 2025 — HIGHLAND INVESTMENT ADVISORS LLC reported RAUM up 31% ($239.2M -> $314.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
August 2024 — HIGHLAND INVESTMENT ADVISORS LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
August 2024 — HIGHLAND INVESTMENT ADVISORS LLC grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
March 2024 — HIGHLAND INVESTMENT ADVISORS LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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