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HIGHPOINT PLANNING PARTNERS
Legal name: HIGHPOINT ADVISOR GROUP, LLC
CRD 316636File 801-122583
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.78B
Top 25% of cohort (national)
Discretionary AUM
$4.78B
Clients
9,258
15,742 accounts
Employees
106
Top 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 29, 2021
- Principal office
- 2651 WARRENVILLE ROAD, SUITE 200, DOWNERS GROVE, IL, 60515
- Phone
- 630-719-9222
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.78B
- Discretionary AUM
- $4.78B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 15,742
- Non-discretionary accounts
- 0
- Total accounts
- 15,742
- AUM per client
- $517K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 46 | $44.0M |
| Charitable organizations | 25 | $31.0M |
| High net worth individuals | 3,304 | $3.45B |
| Pension and profit sharing plans | 27 | $31.0M |
| Individuals (other than high net worth individuals) | 5,856 | $1.23B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- 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
- 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 11- Q11
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
- Q11E2
- Q11E4
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.