Highview Capital Management, LLC
SEC RegisteredStrategic. Driven. Results.
About the firm
Highview Capital Management collaborates with a select number of clients as a multi-family office and boutique investment manager. As a true fiduciary, the firm advises without any pressure from connections to large banks or financial institutions, and helps clients design, implement, and adjust strategies to achieve their aspirations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth planning, investment management, and client education. Services include tax minimization, capital allocation, customized portfolio construction using active and passive solutions, risk management, and assisting clients in communicating values and building financial knowledge across generations.
Who they serve
Successful families; a select number of clients served as a multi-family office
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 16 | $2.1M |
| High Net Worth Individuals | 81 | $406M |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.00% |
| $2,000,000.01 to $5,000,000 | 0.75% |
| $5,000,000.01 to $10,000,000 | 0.60% |
| $10,000,000.01 to $50,000,000 | 0.60% |
| Above $50,000,000 | — |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Highview Capital Management, 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.
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