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HIGHLAND CAPITAL ADVISORS, LLC
CRD 139780File 801-66336
APPROVED
Retail clients
Filing as of Feb 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
Not reported
Discretionary AUM
Not reported
Clients
128
Not reported accounts
Employees
7
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 21, 2006
- Principal office
- 485 RAINIER BLVD NORTH, SUITE 103, ISSAQUAH, WA, 98027
- Phone
- 1-800-717-6180
- Website
- HTTP://WWW.HCADV.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- Not reported
- Discretionary AUM
- Not reported
- Non-discretionary AUM
- Not reported
- Discretionary accounts
- Not reported
- Non-discretionary accounts
- Not reported
- Total accounts
- Not reported
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 20 | $0 |
| High net worth individuals | 11 | $0 |
| Pension and profit sharing plans | 91 | $0 |
| Individuals (other than high net worth individuals) | 6 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
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 |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 133 | 128 | decreased by5 |
| Aug 12, 2026 | AUM | $0 | — | |
| Aug 12, 2026 | Accounts | 0 | — | |
| Mar 1, 2026 | Clients | 128 | 133 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 7 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 95 | 128 | increased by33 |
| Feb 1, 2022 | Employees | 7 | 6 | decreased by1 |
| May 1, 2021 | Employees | 6 | 7 | increased by1 |
| 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 CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HIGHLAND CAPITAL” 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.