COMPREHENSIVE FINANCIAL PLANNING CORPORATION
Legal name: HIGHSTONE GROUP
CRD #107549 SEC #801-112136 RICHMOND, VA 804-285-7010
SEC Registered
Total AUM
$243M
Discretionary
$0
Employees
4
Clients
10
Accounts
179
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $243M | $0 | $243M | 4 | 0 |
| Mar 2024 | $219.3M | $0 | $219.3M | 4 | 0 |
| Mar 2023 | $181.2M | $0 | $181.2M | 4 | 0 |
| Mar 2022 | $196.1M | $0 | $196.1M | 4 | 0 |
| Mar 2021 | $163.1M | $0 | $163.1M | 4 | 0 |
| Jun 2020 | $142.5M | $0 | $142.5M | 4 | 0 |
| Mar 2020 | $121.5M | $0 | $121.5M | 4 | 0 |
| Apr 2019 | $130.4M | $0 | $130.4M | 4 | 0 |
| Mar 2018 | $126M | $0 | $126M | 4 | 0 |
| Nov 2017 | $121.2M | $0 | $121.2M | 4 | 0 |
| Sep 2012 | $76.6M | $2.6M | $74M | 1 | 200 |
| Jul 2012 | $72.5M | $2.5M | $70M | 1 | 200 |
| Jun 2012 | $76M | $21M | $55M | 1 | 200 |
| Mar 2012 | $76M | $21M | $55M | 1 | 200 |
| Mar 2011 | $76M | $21.5M | $54.5M | 5 | -- |
| Apr 2010 | $65M | $13M | $52M | 5 | -- |
| Mar 2008 | $77M | $44.7M | $32.3M | 5 | -- |
| Mar 2007 | $75.9M | $46.4M | $29.4M | 5 | -- |
| Mar 2006 | $67.4M | $40.8M | $26.6M | 5 | -- |
| Sep 2005 | $74.7M | $46.2M | $28.5M | 5 | -- |
| Mar 2004 | $71.4M | $49.2M | $22.1M | 5 | -- |
| Apr 2002 | $65.8M | $48M | $17.8M | 5 | -- |
DateMar 2025
Total AUM$243M
Discretionary$0
Non-Disc.$243M
Employees4
Clients0
DateMar 2024
Total AUM$219.3M
Discretionary$0
Non-Disc.$219.3M
Employees4
Clients0
DateMar 2023
Total AUM$181.2M
Discretionary$0
Non-Disc.$181.2M
Employees4
Clients0
DateMar 2022
Total AUM$196.1M
Discretionary$0
Non-Disc.$196.1M
Employees4
Clients0
DateMar 2021
Total AUM$163.1M
Discretionary$0
Non-Disc.$163.1M
Employees4
Clients0
DateJun 2020
Total AUM$142.5M
Discretionary$0
Non-Disc.$142.5M
Employees4
Clients0
DateMar 2020
Total AUM$121.5M
Discretionary$0
Non-Disc.$121.5M
Employees4
Clients0
DateApr 2019
Total AUM$130.4M
Discretionary$0
Non-Disc.$130.4M
Employees4
Clients0
DateMar 2018
Total AUM$126M
Discretionary$0
Non-Disc.$126M
Employees4
Clients0
DateNov 2017
Total AUM$121.2M
Discretionary$0
Non-Disc.$121.2M
Employees4
Clients0
DateSep 2012
Total AUM$76.6M
Discretionary$2.6M
Non-Disc.$74M
Employees1
Clients200
DateJul 2012
Total AUM$72.5M
Discretionary$2.5M
Non-Disc.$70M
Employees1
Clients200
DateJun 2012
Total AUM$76M
Discretionary$21M
Non-Disc.$55M
Employees1
Clients200
DateMar 2012
Total AUM$76M
Discretionary$21M
Non-Disc.$55M
Employees1
Clients200
DateMar 2011
Total AUM$76M
Discretionary$21.5M
Non-Disc.$54.5M
Employees5
Clients--
DateApr 2010
Total AUM$65M
Discretionary$13M
Non-Disc.$52M
Employees5
Clients--
DateMar 2008
Total AUM$77M
Discretionary$44.7M
Non-Disc.$32.3M
Employees5
Clients--
DateMar 2007
Total AUM$75.9M
Discretionary$46.4M
Non-Disc.$29.4M
Employees5
Clients--
DateMar 2006
Total AUM$67.4M
Discretionary$40.8M
Non-Disc.$26.6M
Employees5
Clients--
DateSep 2005
Total AUM$74.7M
Discretionary$46.2M
Non-Disc.$28.5M
Employees5
Clients--
DateMar 2004
Total AUM$71.4M
Discretionary$49.2M
Non-Disc.$22.1M
Employees5
Clients--
DateApr 2002
Total AUM$65.8M
Discretionary$48M
Non-Disc.$17.8M
Employees5
Clients--