HIGHLAND CONSULTING ASSOCIATES INC.
CRD #109834 SEC #801-46040 CLEVELAND, OH 440-808-1500
SEC Registered
Total AUM
$20.2B
Discretionary
$588.1M
Employees
28
Clients
10
Accounts
465
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $20.2B | $588.1M | $19.6B | 28 | 1 |
| Mar 2025 | $20.2B | $588.1M | $19.6B | 28 | 1 |
| Mar 2024 | $17.8B | $238.6M | $17.6B | 31 | 0 |
| Jan 2024 | $15.7B | $227.6M | $15.5B | 28 | 0 |
| Sep 2023 | $15.7B | $227.6M | $15.5B | 28 | 0 |
| Mar 2023 | $15.7B | $227.6M | $15.5B | 28 | 0 |
| Dec 2022 | $17.4B | $54.4M | $17.3B | 26 | 0 |
| Mar 2022 | $17.4B | $54.4M | $17.3B | 26 | 0 |
| Oct 2021 | $17B | $34M | $17B | 25 | 0 |
| Mar 2021 | $17B | $34M | $17B | 25 | 0 |
| May 2020 | $15.5B | $31M | $15.5B | 23 | 0 |
| Mar 2020 | $15.5B | $31M | $15.5B | 23 | 0 |
| May 2019 | $12.2B | $25.2M | $12.2B | 23 | 2 |
| Apr 2019 | $12.2B | $25.2M | $12.2B | 23 | 2 |
| Mar 2019 | $12.2B | $25.2M | $12.2B | 24 | 2 |
| Apr 2018 | $13.4B | $26M | $13.3B | 25 | 2 |
| Mar 2018 | $13.4B | $26M | $13.3B | 25 | 2 |
| Mar 2017 | $11.9B | $22M | $11.9B | 27 | 200 |
| Mar 2016 | $11B | $12M | $11B | 25 | 100 |
| Apr 2015 | $12B | $17.1M | $11.9B | 25 | 100 |
| Mar 2014 | $10.5B | $15.6M | $10.5B | 24 | 100 |
| Apr 2013 | $7.4B | $130.1M | $7.2B | 23 | 100 |
| Mar 2012 | $6.4B | $0 | $6.4B | 11 | 115 |
| Jun 2011 | $6.2B | $0 | $6.2B | -- | -- |
| Mar 2011 | $6.2B | $0 | $6.2B | -- | -- |
| Mar 2010 | $79.3M | $0 | $79.3M | -- | -- |
| Mar 2009 | $49M | $0 | $49M | -- | -- |
| Mar 2004 | $2B | $0 | $2B | -- | -- |
| May 2002 | $1.3B | $0 | $1.3B | -- | -- |
| Mar 2002 | $1.3B | $0 | $1.3B | -- | -- |
DateJul 2025
Total AUM$20.2B
Discretionary$588.1M
Non-Disc.$19.6B
Employees28
Clients1
DateMar 2025
Total AUM$20.2B
Discretionary$588.1M
Non-Disc.$19.6B
Employees28
Clients1
DateMar 2024
Total AUM$17.8B
Discretionary$238.6M
Non-Disc.$17.6B
Employees31
Clients0
DateJan 2024
Total AUM$15.7B
Discretionary$227.6M
Non-Disc.$15.5B
Employees28
Clients0
DateSep 2023
Total AUM$15.7B
Discretionary$227.6M
Non-Disc.$15.5B
Employees28
Clients0
DateMar 2023
Total AUM$15.7B
Discretionary$227.6M
Non-Disc.$15.5B
Employees28
Clients0
DateDec 2022
Total AUM$17.4B
Discretionary$54.4M
Non-Disc.$17.3B
Employees26
Clients0
DateMar 2022
Total AUM$17.4B
Discretionary$54.4M
Non-Disc.$17.3B
Employees26
Clients0
DateOct 2021
Total AUM$17B
Discretionary$34M
Non-Disc.$17B
Employees25
Clients0
DateMar 2021
Total AUM$17B
Discretionary$34M
Non-Disc.$17B
Employees25
Clients0
DateMay 2020
Total AUM$15.5B
Discretionary$31M
Non-Disc.$15.5B
Employees23
Clients0
DateMar 2020
Total AUM$15.5B
Discretionary$31M
Non-Disc.$15.5B
Employees23
Clients0
DateMay 2019
Total AUM$12.2B
Discretionary$25.2M
Non-Disc.$12.2B
Employees23
Clients2
DateApr 2019
Total AUM$12.2B
Discretionary$25.2M
Non-Disc.$12.2B
Employees23
Clients2
DateMar 2019
Total AUM$12.2B
Discretionary$25.2M
Non-Disc.$12.2B
Employees24
Clients2
DateApr 2018
Total AUM$13.4B
Discretionary$26M
Non-Disc.$13.3B
Employees25
Clients2
DateMar 2018
Total AUM$13.4B
Discretionary$26M
Non-Disc.$13.3B
Employees25
Clients2
DateMar 2017
Total AUM$11.9B
Discretionary$22M
Non-Disc.$11.9B
Employees27
Clients200
DateMar 2016
Total AUM$11B
Discretionary$12M
Non-Disc.$11B
Employees25
Clients100
DateApr 2015
Total AUM$12B
Discretionary$17.1M
Non-Disc.$11.9B
Employees25
Clients100
DateMar 2014
Total AUM$10.5B
Discretionary$15.6M
Non-Disc.$10.5B
Employees24
Clients100
DateApr 2013
Total AUM$7.4B
Discretionary$130.1M
Non-Disc.$7.2B
Employees23
Clients100
DateMar 2012
Total AUM$6.4B
Discretionary$0
Non-Disc.$6.4B
Employees11
Clients115
DateJun 2011
Total AUM$6.2B
Discretionary$0
Non-Disc.$6.2B
Employees--
Clients--
DateMar 2011
Total AUM$6.2B
Discretionary$0
Non-Disc.$6.2B
Employees--
Clients--
DateMar 2010
Total AUM$79.3M
Discretionary$0
Non-Disc.$79.3M
Employees--
Clients--
DateMar 2009
Total AUM$49M
Discretionary$0
Non-Disc.$49M
Employees--
Clients--
DateMar 2004
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees--
Clients--
DateMay 2002
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees--
Clients--
DateMar 2002
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees--
Clients--