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HIGHLAND CONSULTING ASSOCIATES INC.
CRD 109834File 801-46040
APPROVED
Retail clients
Filing as of Mar 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$21.93B
Top 10% of cohort (national)
Discretionary AUM
$609.0M
Non-discretionary $21.32B
Clients
167
468 accounts
Employees
28
Top 10% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 18, 1994
- Principal office
- 159 CROCKER PARK BLVD., SUITE 350, CLEVELAND, OH, 44145-8132
- Phone
- 440-808-1500
- Website
- HTTP://WWW.HIGHLANDUSA.NET
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $21.93B
- Discretionary AUM
- $609.0M
- Non-discretionary AUM
- $21.32B
- Discretionary accounts
- 56
- Non-discretionary accounts
- 412
- Total accounts
- 468
- AUM per client
- $131.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $355.3M |
| Insurance companies | Fewer than 5 | $10.5M |
| Charitable organizations | 18 | $1.54B |
| High net worth individuals | 39 | $309.5M |
| Pension and profit sharing plans | 97 | $19.71B |
| Individuals (other than high net worth individuals) | 5 | $3.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 166 | 167 | increased by1 |
| Apr 1, 2026 | AUM | $20,238,033,168 | $21,929,961,838 | increased by$1,691,928,670 |
| Apr 1, 2026 | Accounts | 465 | 468 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 26 | 28 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 145 | 166 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $17,373,490,222 | $20,238,033,168 | increased by$2,864,542,946 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 402 | 465 | increased by63 |
| Apr 1, 2022 | Employees | 25 | 26 | increased by1 |
| Apr 1, 2022 | Clients | 144 | 145 | increased by1 |
| Apr 1, 2022 | AUM | $17,014,432,812 | $17,373,490,222 | increased by$359,057,410 |
| Apr 1, 2022 | Accounts | 419 | 402 | decreased by17 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HIGHLAND CONSULTING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HIGHLAND CONSULTING” may also match similarly-named firms). Confirm identity against each filing.
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.