Highview Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Highview Capital Management is a small advisory team that manages roughly $416 million on a discretionary basis for individuals, high-net-worth clients, and a range of institutional and household entities such as trusts, estates, and corporations. The firm offers wealth management, ongoing portfolio management, and financial planning, and it facilitates investments across public and private securities.
The firm documents client objectives in a signed Investment Policy Statement and implements portfolios using asset-allocation approaches that include strategic, dynamic, tactical, and core-satellite techniques with regular monitoring and rebalancing. Highview’s investment process combines a broad set of analytical methods—fundamental, quantitative, technical, cyclical, sector, and qualitative analysis—and it may recommend securities-backed lines of credit as an alternative to liquidating investments when clients need liquidity.
Distinctive operational features include a general requirement that client assets be custodied at Pershing Advisor Solutions (with limited exceptions) and the use of a third-party service to vote client proxies rather than internal proxy voting. The firm also discloses that it continues to assess advisory fees on full portfolio values when clients employ securities-backed lines of credit, a practice that creates a potential conflict of interest to consider alongside the firm’s active use of private-market investments.
Client services
Expertise
Fee options
Financial planning fee as described above, minimum annual fee $10,000
$0 - $2,000,000: 1.00% $2,000,000.01 - $5,000,000: 0.75% $5,000,000.01 - $10,000,000: 0.60% $10,000,000.01 - $50,000,000: 0.60% (Flat Fee) $50,000,000.01+: Negotiable
Account minimum: $2,000,000 Minimum fee: $20,000 per year (may be waived in certain circumstances) Fee-only: Annual financial planning fee with a minimum of $10,000, structured as a flat fee paid quarterly; applicable in lieu of AUM fees in certain circumstances
Main office
2150 E. Lake Cook Road, Suite 820
Buffalo Grove IL 60089
Advisors at this office
4
Most active in
Florida · Illinois · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Brian V
CFA®
Buffalo Grove, IL
Highview Capital Management, LLC
Brian Vogler is a CFA® charterholder with three years of industry experience. He is currently with Highview Capital Management, LLC, where he has worked since 2022. His prior experience includes roles at Holman, Fitch Ratings, and Wheels, Inc. Highview Capital Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a variety of analytical methods to implement asset-allocation strategies tailored to client goals and risk tolerance, managing approximately $363.6 million in regulatory assets.
Nicklaus S
CFP®, Series 63
Buffalo Grove, IL
Highview Capital Management, LLC
Nicklaus Streit is a CFP® with six years of industry experience, currently serving as an advisor at Highview Capital Management, LLC since 2020. Prior to this, he worked at BMO Private Bank for five years. Highview Capital Management LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a variety of analytical methods to implement asset allocation strategies and emphasizes ongoing monitoring and rebalancing tailored to clients’ goals and risk tolerance.
Mark S
CFA®
Buffalo Grove, IL
Highview Capital Management, LLC
Mark Sansoterra is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Highview Capital Management, LLC since 2020. Prior to this, he worked at BMO Private Bank from 2001 to 2020. Highview Capital Management LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a range of analytical methods to implement asset-allocation strategies tailored to client goals and risk tolerance, managing approximately $363.6 million in regulatory assets across a small advisory team.
Michael M
CFP®, Series 63
Buffalo Grove, IL
Highview Capital Management, LLC
Michael Mcnitt is a CFP® professional with 13 years of industry experience. He has worked at Highview Capital Management, LLC since 2020 and previously spent five years at BMO Private Bank. Highview Capital Management is a small advisory team managing approximately $416 million for individuals, high-net-worth clients, and various institutional and household entities. The firm offers wealth management, ongoing portfolio management, and financial planning, employing a multi-strategy investment approach that combines fundamental, quantitative, technical, and qualitative analyses.
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