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HIGHVIEW CAPITAL MANAGEMENT, LLC

BUFFALO GROVE, IL · CRD 306195 · IAPD ↗ · hv-cap.com · 888-757-6610

$416.3MRegulatory AUM
3Advisory reps
5Employees
0Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — HIGHVIEW CAPITAL MANAGEMENT, LLC notice-filed in FL, TX, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2026 — HIGHVIEW CAPITAL MANAGEMENT, LLC now reports custody of client assets ($163.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
63
March 2025 — HIGHVIEW CAPITAL MANAGEMENT, LLC reported RAUM up 30% ($280.7M -> $363.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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