HIGHLAND INVESTMENT ADVISORS LLC
SEC RegisteredYou Deserve Prosperity in Retirement. Peace of Mind as You Build Wealth. Confidence in Your Family's Future.
About the firm
Highland Investment Advisors, LLC is a fee-only, independent firm that acts as a fiduciary, meaning every decision is made with the client's best interests in mind. The firm's advisors hold CFA, CPA, and CFP® designations, offering a combination of investment, tax, and planning expertise. Highland serves clients through investment advice, integrated financial planning, and tax minimization strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, integrated financial planning, tax planning (including income tax planning, capital gains tax strategy, tax-aware investing, and tax-efficient withdrawals), and wealth accumulation and retirement planning strategies.
Who they serve
Physicians, business owners, executives, and families with $1M+ in assets who are preparing for retirement, managing taxes, and coordinating long-term wealth decisions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 533 | $232M |
| High Net Worth Individuals | 60 | $114M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 5 | $17M |
| State/Municipal Entities | 3 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
65 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
Data as of February 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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 INVESTMENT ADVISORS LLC 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.