RIA Intel›Advisers›Texas›HIGHCREST CAPITAL, LLC

HIGHCREST CAPITAL, LLC

Advisory

N·FREDERICKSBURG, TX

Data as of May 26, 2026 · Source: SEC Form ADV

Total AUM

$824M

1-Year AUM Growth

+38.5%

3-Year CAGR

+36.6%

Employees

10

Assets Under Management

Total AUM$824M

Discretionary AUM$824M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients2

Team

Total Employees10

Investment Advisers20

Employee Growth (1Y)—

Filing History

Total Filings on Record9

First FilingMar 29, 2019

Latest FilingMay 26, 2026

🔒 Full AUM trend chart and 9 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HIGHCREST CAPITAL, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.