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HIGHLAND ASSOCIATES INC

Advisory

N·BIRMINGHAM, AL

Data as of Jul 29, 2026 · Source: SEC Form ADV

Total AUM

$21.0B

1-Year AUM Growth

-8.0%

3-Year CAGR

-8.1%

Employees

18

Assets Under Management

Total AUM$21.0B

Discretionary AUM$7.5B

Non-Discretionary AUM$13.5B

Discretionary %35.5%

Total Clients73

Team

Total Employees18

Investment Advisers19

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record52

First FilingJun 30, 2005

Latest FilingJul 29, 2026

🔒 Full AUM trend chart and 52 historical filings spanning 21+ 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 HIGHLAND ASSOCIATES INC

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