RIA Intel›Advisers›Kentucky›HIGHLAND CAPITAL ADVISORS , LLC

HIGHLAND CAPITAL ADVISORS , LLC

Advisory

KY

Data as of Jun 30, 2026 · Source: SEC Form ADV

Average account

$284K

across 113 accounts

AUM per adviser

$32M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 30, 2026.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$32M

Discretionary AUM$19M

Non-Discretionary AUM$13M

Discretionary %59.6%

Total Clients77

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndMarch

Operates InKY, NC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

77 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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