# Highland Investment Advisors

Highland Investment Advisors is a Bank / Wealth / Trust based in Ponte Vedra, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Ponte Vedra, United States
- **Region:** North America
- **Address:** Ponte Vedra, FL, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** highlandinvestmentadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/highland-investment-advisors-llc

## Regulatory record

- **CRD number:** 141694
- **SEC file number:** 801-120113
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/141694

## About

Founded in 2006 and based in Ponte Vedra, Florida, Highland Investment Advisors operates as a registered investment adviser providing discretionary and non-discretionary portfolio management. The firm's client base spans individual retail investors, high-net-worth families, trusts, estates, and non-profit organizations. Its wealth-origin roots are tied to its founding advisory practice rather than a single industrial fortune. The firm structures its investment programs across publicly traded equities, fixed income, and pooled investment vehicles. It does not appear to in-source deal origination or operate direct private investment programs. Advisor-managed separate accounts and mutual fund allocations form the core deployment method. The firm's geographic exposure centers on domestic US markets, with client relationships concentrated in the Southeastern United States. Highland Investment Advisors functions as a boutique advisory practice operating without branded institutional funds, maintaining a lean, advice-centric model. It does not operate parallel philanthropic foundations or co-investment clubs based on public disclosures. The firm's regulatory filings with the SEC confirm its ongoing registration as an RIA, with no material disciplinary disclosures on record as of late 2023. Structurally, Highland operates as an independent advisory firm rather than a hybrid family-office or bank-trust department, setting it apart from wealth management arms that cross-sell proprietary banking products. This independence shapes its investment committee's posture: offering open-architecture manager selection without in-house product placement mandates.

## Questions

### What is Highland Investment Advisors' regulatory structure?

Highland Investment Advisors is registered with the U.S. Securities and Exchange Commission as a Registered Investment Adviser (RIA). This imposes a fiduciary duty to act in its clients' best interests, a standard distinct from the suitability obligations of broker-dealers. Its Form ADV filings are publicly accessible through the SEC's Investment Adviser Public Disclosure website.

### Does Highland Investment Advisors manage proprietary investment products?

Highland does not appear to operate branded mutual funds, ETFs, or private funds. Its model centers on advisory services using separately managed accounts and third-party investment vehicles. This open-architecture approach allows the firm to select external managers without a mandate to fill product pipelines.

### Who are Highland's primary clients?

The firm serves individuals, high-net-worth individuals, trusts, estates, and non-profit organizations. Its client base skews toward a retail and mass-affluent demographic, complemented by fiduciary relationships for private trusts and smaller charitable entities based on its Ponte Vedra headquarters location.

### Does Highland Investment Advisors participate in private equity or direct venture investments?

Highland does not publicly disclose participation in direct private equity, venture capital, or real estate deal syndication. Its filed disclosures and public client-facing materials point to a focus on liquid public-market strategies, with no documented vehicle for originating or managing illiquid private assets.

## Related profiles

- [Highland Capital Advisors](https://altss.com/profile/highland-capital-advisors)
- [Highland Park Community Foundation](https://altss.com/profile/highland-park-community-foundation)

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Last updated: 2026-06-03T20:00:00.000Z

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