RIA Intel›Advisers›Tennessee›HIGHMARK, LLC

HIGHMARK, LLC

Advisory

BRENTWOOD, TN

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

Rank in TN

#326

of 380 advisers by AUM

Average account

$322K

across 185 accounts

AUM per adviser

$30M

2 advisers

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

Total AUM

$60M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$60M

Discretionary AUM$60M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients60

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTN, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

60 clients

37 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in TN

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

CHATHAM PARTNERS, LLC

NASHVILLE, TN

$60M

ROOKS WEALTH ADVISORS, LLC

CHATTANOOGA, TN

$60M

STONE PILLARS WEALTH MANAGEMENT, LLC

FRANKLIN, TN

$61M

FCL LLC

$62M

APPLE & COMPANY, INC.

$62M

WEISE RISK ADVISORS, LLC

BRENTWOOD, TN

$57M

Get the full picture on HIGHMARK, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track HIGHMARK, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans