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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 104 | 106 | increased by2 |
| Apr 1, 2026 | Clients | 8,096 | 9,258 | increased by1,162 |
| Apr 1, 2026 | AUM | $3,999,000,000 | $4,783,000,000 | increased by$784,000,000 |
| Apr 1, 2026 | Accounts | 13,813 | 15,742 | increased by1,929 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 8,665 | 8,096 | decreased by569 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,622,083,000 | $3,999,000,000 | increased by$376,917,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 8,665 | 13,813 | increased by5,148 |
| Mar 1, 2022 | Employees | 100 | 104 | increased by4 |
| Mar 1, 2022 | Clients | 0 | 8,665 | increased by8,665 |
| Mar 1, 2022 | AUM | $0 | $3,622,083,000 | increased by$3,622,083,000 |
| Mar 1, 2022 | Accounts | 0 | 8,665 | increased by8,665 |
| Nov 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 “HIGHPOINT PLANNING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HIGHPOINT PLANNING” 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.