RIA Intel›Advisers›Texas›LAKE HIGHLANDS CAPITAL MANAGEMENT, LLC

LAKE HIGHLANDS CAPITAL MANAGEMENT, LLC

Advisory

DALLAS, TX

Data as of Jan 31, 2021 · Source: SEC Form ADV

Rank in TX

#2,696

of 2,813 advisers by AUM

Average account

$270K

across 3 accounts

AUM per adviser

$810K

1 advisers

Source: SEC Form ADV. Figures as filed Jan 31, 2021.

Total AUM

$810K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$810K

Discretionary AUM$810K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

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

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

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

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

TUSKER WEALTH MANAGEMENT, LLC

$810K

JILL TAYLOR GORDON

LANTANA, TX

$807K

BBAE ADVISORS LLC

PLANO, TX

$805K

+41.4% 1Y

TAYLOR, BRITTON MICHAEL

$800K

ENVISIONVEST, LLC

HOUSTON, TX

$838K

SEVEY WEALTH ADVISORS, LLC

$847K

Get the full picture on LAKE HIGHLANDS CAPITAL MANAGEMENT, LLC

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

Create a free account →See plans