AdFi
HC

HIGHLAND CONSULTING ASSOCIATES INC.

SEC Registered
CLEVELAND, OHhttps://highlandusa.net440-808-1500
Assets Under Management
$5B–$25B
Employees
28
Office Locations
1 office
Total Accounts
468

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)5$3.3M
High Net Worth Individuals39$309M
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans0$0
Charitable Organizations97$19.7B
State/Municipal Entities18
Insurance Companies0
Sovereign Wealth Funds1
Corporations0$0

4 total clients reported on Form ADV.

Leadership

Richard Nmn Veres
PRESIDENT / SHAREHOLDER
Highland Consulting Associates Inc Employee Stock Ownership Plan
EMPLOYEE STOCK OWNERSHIP PLAN
Christopher Paul Germano
CHIEF COMPLIANCE OFFICER
Kevin John Mahon
TRUSTEE (ESOP)

Office locations

1 office in 1 state
OH
CLEVELANDHQ

Regulatory & compliance

CRD number
#109834
SEC Number
801-46040
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee

Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HIGHLAND CONSULTING ASSOCIATES INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

HIGHLAND CONSULTING ASSOCIATES INC. in CLEVELAND, OH - Financial Advisory Firm | AdvisorFinder