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HIGHLAND ASSOCIATES INC

CRD 104948File 801-30248
APPROVED
Custody
Disclosure events
Filing as of Jul 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$20.99B
Top 10% of cohort (national)
Discretionary AUM
$7.45B
Non-discretionary $13.54B
Clients
65
61 accounts
Employees
19
Top 10% of cohort in AL

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
ARO
Registration date
Aug 21, 1987
Principal office
2545 HIGHLAND AVENUE SOUTH, SUITE 200, BIRMINGHAM, AL, 35205
Phone
205-933-8664
Website
HTTPS://WWW.LINKEDIN.COM/COMPANY/HIGHLAND-ASSOCIATES-BIRMINGHAM-AL/

Assets & accounts

ADV Item 5F
Total regulatory AUM
$20.99B
Discretionary AUM
$7.45B
Non-discretionary AUM
$13.54B
Discretionary accounts
29
Non-discretionary accounts
32
Total accounts
61
AUM per client
$322.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other23$12.16B
Insurance companies7$478.8M
Charitable organizations15$692.7M
Pooled investment vehicles4$1.48B
Pension and profit sharing plans16$6.18B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
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
Yes

Disclosure events

ADV Item 11
  • Q11C1
  • Q11C2
  • Q11C4
  • Q11C5
  • Q11D1
  • Q11D2
  • Q11D4
  • Q11D5
  • Q11E2

Filed changes

DateFieldFromTo
Aug 12, 2026Registration—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.