HIGHLAND INVESTMENT ADVISORS LLC

CRD 141694File 801-120113

APPROVED

Retail clients

Filing as of Jun 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$368.3M

Below cohort median (national)

Discretionary AUM

$367.3M

Non-discretionary $981K

Clients

605

1,412 accounts

Employees

Below cohort median in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Jan 11, 2021
Principal office: 466 TOWN PLAZA AVE, STE 330, PONTE VEDRA, FL, 32081
Phone: 414-755-2309
Website: HTTP://WWW.HIGHLANDINVESTMENTADVISORS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $368.3M
Discretionary AUM: $367.3M
Non-discretionary AUM: $981K
Discretionary accounts: 1,409
Non-discretionary accounts: 3
Total accounts: 1,412
AUM per client: $609K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.3M
Charitable organizations	Fewer than 5	$3.4M
High net worth individuals	60	$114.3M
Pension and profit sharing plans	5	$17.3M
Individuals (other than high net worth individuals)	533	$231.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
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 11

This 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.