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HIGHLAND CAPITAL MANAGEMENT, LLC
CRD 104842File 801-8762
APPROVED
Retail clients
Custody
Filing as of Jul 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.88B
Top 25% of cohort (national)
Discretionary AUM
$3.88B
Clients
943
957 accounts
Employees
21
Top 10% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 21, 1972
- Principal office
- 850 RIDGE LAKE BLVD, SUITE 205, MEMPHIS, TN, 38120
- Phone
- 901-761-9500
- Website
- HTTP://WWW.HIGHLANDCAP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.88B
- Discretionary AUM
- $3.88B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 957
- Non-discretionary accounts
- 0
- Total accounts
- 957
- AUM per client
- $4.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $112.5M |
| Investment companies | 1 | $74.9M |
| Charitable organizations | 77 | $499.5M |
| High net worth individuals | 450 | $1.20B |
| Pooled investment vehicles | 2 | $1.8M |
| Pension and profit sharing plans | 85 | $891.4M |
| State or municipal government entities | 107 | $903.0M |
| Individuals (other than high net worth individuals) | 206 | $82.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — SUBSCRIPTION FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 957 | 943 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.