HIGHLAND INVESTMENT ADVISORS LLC
CRD #141694 SEC #801-120113 PONTE VEDRA, FL 414-755-2309
SEC Registered
Total AUM
$308.5M
Discretionary
$308.5M
Employees
11
Clients
101
Accounts
1,305
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $308.5M | $308.5M | $0 | 11 | 27 |
| Dec 2024 | $314.1M | $314.1M | $0 | 10 | 19 |
| Dec 2024 | $314.1M | $314.1M | $0 | 11 | 19 |
| Jul 2024 | $239.2M | $239.2M | $0 | 11 | 19 |
| Jul 2024 | $239.2M | $239.2M | $0 | 10 | 19 |
| Jun 2024 | $239.2M | $239.2M | $0 | 9 | 19 |
| Feb 2024 | $239.2M | $239.2M | $0 | 8 | 19 |
| Dec 2023 | $231M | $231M | $0 | 8 | 0 |
| Sep 2023 | $231M | $231M | $0 | 8 | 0 |
| Jul 2023 | $231M | $231M | $0 | 8 | 0 |
| Jun 2023 | $172.5M | $172.5M | $0 | 8 | 6 |
| Jan 2023 | $172.5M | $172.5M | $0 | 8 | 6 |
| Mar 2022 | $163.7M | $162.7M | $1M | 6 | 270 |
| Mar 2021 | $117.8M | $116.6M | $1.3M | 6 | 0 |
| Mar 2021 | $111.9M | $110.6M | $1.2M | 5 | 0 |
| Dec 2020 | $104M | $102.8M | $1.2M | 5 | 0 |
| Dec 2020 | $104M | $102.8M | $1.2M | 5 | 0 |
| Dec 2020 | $104M | $102.8M | $1.2M | 5 | 0 |
| Dec 2020 | $104M | $102.8M | $1.2M | 5 | 0 |
DateFeb 2025
Total AUM$308.5M
Discretionary$308.5M
Non-Disc.$0
Employees11
Clients27
DateDec 2024
Total AUM$314.1M
Discretionary$314.1M
Non-Disc.$0
Employees10
Clients19
DateDec 2024
Total AUM$314.1M
Discretionary$314.1M
Non-Disc.$0
Employees11
Clients19
DateJul 2024
Total AUM$239.2M
Discretionary$239.2M
Non-Disc.$0
Employees11
Clients19
DateJul 2024
Total AUM$239.2M
Discretionary$239.2M
Non-Disc.$0
Employees10
Clients19
DateJun 2024
Total AUM$239.2M
Discretionary$239.2M
Non-Disc.$0
Employees9
Clients19
DateFeb 2024
Total AUM$239.2M
Discretionary$239.2M
Non-Disc.$0
Employees8
Clients19
DateDec 2023
Total AUM$231M
Discretionary$231M
Non-Disc.$0
Employees8
Clients0
DateSep 2023
Total AUM$231M
Discretionary$231M
Non-Disc.$0
Employees8
Clients0
DateJul 2023
Total AUM$231M
Discretionary$231M
Non-Disc.$0
Employees8
Clients0
DateJun 2023
Total AUM$172.5M
Discretionary$172.5M
Non-Disc.$0
Employees8
Clients6
DateJan 2023
Total AUM$172.5M
Discretionary$172.5M
Non-Disc.$0
Employees8
Clients6
DateMar 2022
Total AUM$163.7M
Discretionary$162.7M
Non-Disc.$1M
Employees6
Clients270
DateMar 2021
Total AUM$117.8M
Discretionary$116.6M
Non-Disc.$1.3M
Employees6
Clients0
DateMar 2021
Total AUM$111.9M
Discretionary$110.6M
Non-Disc.$1.2M
Employees5
Clients0
DateDec 2020
Total AUM$104M
Discretionary$102.8M
Non-Disc.$1.2M
Employees5
Clients0
DateDec 2020
Total AUM$104M
Discretionary$102.8M
Non-Disc.$1.2M
Employees5
Clients0
DateDec 2020
Total AUM$104M
Discretionary$102.8M
Non-Disc.$1.2M
Employees5
Clients0
DateDec 2020
Total AUM$104M
Discretionary$102.8M
Non-Disc.$1.2M
Employees5
Clients0