Investment adviser · CRD 104842
HIGHLAND CAPITAL MANAGEMENT, LLC
Investment adviser filing (IA)
MEMPHIS, TN, United States · Form ADV filed Jul 8, 2026
- Regulatory AUM
- $3.88B Form ADV · Item 5.F
- Client accounts
- 957 Accounts, not individual clients
- Employees
- 21 Reported in this filing
- Advisory professionals
- 13 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 450 | $1,201,839,401 | 31.0% |
| Government entities | 107 | $903,038,100 | 23.3% |
| Retirement plans | 85 | $891,430,267 | 23.0% |
| Charities | 77 | $499,479,171 | 12.9% |
| Other clients | 14 | $112,998,708 | 2.9% |
| Corporations & businesses | 15 | $112,499,601 | 2.9% |
| Individuals | 206 | $82,689,504 | 2.1% |
| Investment companies | 1 | $74,890,974 | 1.9% |
| Pooled investment vehicles | 2 | $1,776,164 | 0.0% |
Filing source
Form ADV 2118393 · Jul 8, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 8, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
850 RIDGE LAKE BLVD, SUITE 205MEMPHIS, TN, 38120, United States
CRD 104842
Filing source
Form ADV 2118393 · Jul 8, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.