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HIGHLANDS ASSET MANAGEMENT, INC.

Advisory

HIGHLANDS RANCH, CO

Data as of May 2, 2026 · Source: SEC Form ADV

Average account

$383K

across 11 accounts

AUM per adviser

$4M

1 adviser

Source: SEC Form ADV. Figures as filed May 2, 2026.

Total AUM

$4M

Discretionary %

100%

Clients

11

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients11

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCO

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

11 clients

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

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

SOVEREIGN GLOBAL ADVISORS, LLC

DENVER, CO

$4M

FIRST FINANCIAL GROUP OF CO., INC.

$4M

PAULSON (JR.), THOMAS ALFRED

$4M

VINEYARD CAPITAL MANAGEMENT LLC

$4M

BANNER PINE ADVISORS LLC

$4M

BEAR PEAK FINANCIAL, LLC

$4M

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