← Tributary

HIGHCREST CAPITAL, LLC

FREDERICKSBURG, TX · CRD 291007 · IAPD ↗ · highcrestcapital.com · 830-214-2770

$823.7MRegulatory AUM
10Advisory reps
20Employees
0Clients
n/aPlanning clients
2Private funds
1States
2Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
June 2026 — HIGHCREST CAPITAL, LLC moved its main office from FREDRICKSBURG, TX to FREDERICKSBURG, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
June 2024 — HIGHCREST CAPITAL, LLC crossed $500M in regulatory AUM ($481.4M -> $666.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
June 2024 — HIGHCREST CAPITAL, LLC grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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