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HIGHSTONE GROUP
Legal name: COMPREHENSIVE FINANCIAL PLANNING CORPORATION
CRD 107549File 801-112136
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$263.9M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $263.9M
Clients
174
841 accounts
Employees
4
Below cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Dec 8, 2017
- Principal office
- 4205 DOVER ROAD, RICHMOND, VA, 23221
- Phone
- 804-285-7010
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $263.9M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $263.9M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 841
- Total accounts
- 841
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 14 | $118.3M |
| Individuals (other than high net worth individuals) | 160 | $145.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- 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 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.