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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 26, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DRAKE, ADAM, SEAN | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | E | Control |
| DRAKE, ADAM, SEAN | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | E | Control |
| DRAKE, ADAM, SEAN | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | E | Control |
| DRAKE, ADAM, SEAN | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | E | Control |
| DRAKE, ADAM, SEAN | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | E | Control |
| DRAKE, ADAM, SEAN | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | E | Control |
| DRAKE, ADAM, SEAN | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | E | Control |
| DRAKE, ADAM, SEAN | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | E | Control |
| DRAKE, ADAM, SEAN | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | E | Control |
| DRAKE, ADAM, SEAN | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | E | Control |
| DRAKE, ADAM, SEAN | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | E | Control |
| DRAKE, ADAM, SEAN | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | E | Control |
| DRAKE, ADAM, SEAN | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | E | Control |
| KARR, KENNETH, EDWARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| KARR, KENNETH, EDWARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| KARR, KENNETH, EDWARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| KARR, KENNETH, EDWARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| KARR, KENNETH, EDWARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| KARR, KENNETH, EDWARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| KARR, KENNETH, EDWARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| KARR, KENNETH, EDWARD | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| DRAKE, ADAM, SEAN | I | VICE PRESIDENT | C | Control |
| DRAKE, ADAM, SEAN | I | VICE PRESIDENT | C | Control |
| DRAKE, ADAM, SEAN | I | VICE PRESIDENT | C | Control |
| DRAKE, ADAM, SEAN | I | VICE PRESIDENT | C | Control |
| DRAKE, ADAM, SEAN | I | VICE PRESIDENT | C | Control |
| DRAKE, ADAM, SEAN | I | VICE PRESIDENT | C | Control |
| DRAKE, ADAM, SEAN | I | VICE PRESIDENT | C | Control |
| DRAKE, ADAM, SEAN | I | VICE PRESIDENT | C | Control |
Registrations
Federal
IA
Feb 26, 2025 REGISTERED
Notice Filings (13)
AZ CA FL IL MN NC ND OK OR TX VA WA WI
Address
466 TOWN PLAZA AVESTE 330
PONTE VEDRA, FL 32081
United States
Phone: 414-755-2309