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HIGHLAND CONSULTING ASSOCIATES INC.
CRD 109834File 801-46040
APPROVED
Retail clients
Filing as of Mar 18, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.