A complete list of active advisors currently associated with Highland Investment Advisors LLC
Warmer can help you find a great advisor at Highland Investment Advisors LLC or one who fits your needs even better.
Highland Investment Advisors provides discretionary and non-discretionary investment management and financial planning to individuals (including high net worth clients), trusts, estates, and non-profit organizations. The firm also offers subscription-based financial planning and acts as a third‑party manager for broker‑dealer customers, and it manages held‑away defined‑contribution participant accounts via a third‑party platform. Its investment approach is organized around a “GRIP” framework (Growth, Risk Reduction, Inflation Protection) and relies on model portfolios informed by academic research and Modern Portfolio Theory, with a noted tilt toward small‑cap and value equities. Portfolio construction may include Dimensional Fund Advisors funds, direct indexing, option‑based hedging (covered calls and collars), tax‑aware trading, and the use of sub‑advisors when appropriate; accounts are reviewed at least quarterly. Several operational features distinguish Highland from many peers: access to DFA funds that are generally unavailable through retail channels and the addition of direct indexing; a Professional Reimbursement Option that provides management‑fee credits for qualified outside tax or estate planning professionals based on asset tiers; and a lower‑cost subscription planning offering (starting at $175/month). The brochure discloses $367,287,227 in discretionary assets and $980,633 in non‑discretionary assets under management as of December 31, 2025, and notes fee‑sharing referral arrangements with broker‑dealers (commonly split about 70/30 in favor of the broker‑dealer) when serving brokerage customers.
To learn more about the advisors currently working at Highland Investment Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Highland Investment Advisors LLC's office locations.
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