Highland Capital Advisors, Llc
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ADV data as of Feb 05, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 133
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 7
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6 | $0 | — |
| High net worth individuals | 11 | $0 | — |
| Pension and profit sharing plans | 91 | $0 | — |
| Corporations and other businesses | 20 | $0 | — |
| Other | 5 | $0 | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Pipe Trades Pension Of Montana Pipe Trades Pension Of Montana | 2024 | |
| Duplicator Sales & Service, Inc. 401(k) Plan Duplicator Sales & Service, Inc. | 2024 | |
| Washington Idaho Cement Masons Employers Retirement Trust Fund Washington Idaho Cement Masons Employers Retirement Trust Fund | Mercer Island, WA | 2024 |
| Paintmakers Money Accumulation Pension Plan B Board Of Trustees, Paintmakers Money Accumulation | 2024 | |
| Paintmakers Pension Plan Board Of Trustees, Paintmakers Pension Plan | 2024 | |
| Concession & Program Employees Local 468 Pension Plan Board Of Trustees Of Concession & Program Employees Local 468 Pension | 2024 | |
| Resource Data, Inc. 401(k) Plan Resource Data, Inc. | 2024 | |
| Savers 401(k) Plan Tvi, Inc. | 2024 | |
| Compass Health Retirement Plan Compass Health | 2024 | |
| Washington Athletic Club 401(k) Savings Plan Washington Athletic Club | 2024 | |
| Washington Athletic Club Employees Retirement Plan Washington Athletic Club | 2024 | |
| Radiant Logistics, Inc. 401(k) Plan Radiant Logistics, Inc. | 2024 | |
| Colliers International Usa, Llc & Affiliated Employers 401(k) Plan Colliers International Usa, Llc | 2024 | |
| Sanmar, Lkwp, And Affiliates 401(k) Plan Sanmar Corporation | 2024 | |
| Naes Corporation Retirement & 401(k) Plan Naes Corporation | 2024 | |
| Horizon House 403(b) Plan Horizon House | 2024 | |
| Naes Corporation Corporate Retirement And 401(k) Plan Naes Corporation | 2024 | |
| Roofers Local No. 54 Supplemental Benefit Plan Bot Roofers Loc. No 54 Supplemental Benefit Plan | 2024 | |
| Teague Savings And Investment Plan 401(k) Walter Dorwin Teague Associates, Incorporated | 2024 | |
| Authentic Brands, Llc 401(k) Plan Authentic Brands, Llc | 2024 | |
| Cement Masons And Plasterers 401 K Plan Board Of Trustees, Cement Masons And Plasterers 401(k) Trust | 2024 | |
| Cement Masons Employers Pension Plan Cement Masons Employers Pension Trust | 2024 | |
| Cement Masons And Plasterers Retirement Plan Board Of Trustees, Cement Masons And Plasterers Retirement Trust | 2024 | |
| Northwest Center 401(k) Plan Northwest Center | 2024 | |
| Lifecenter Northwest 403(b) Retirement Plan Lifecenter Northwest | 2024 | |
| Krekow Jennings, Inc. Retirement Plan Krekow Jennings, Inc. | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Sean Small | Principal / Chief Compliance Officer | Feb 2006 (21y) | 25% – 50% | |
| Richard Cameron Wyman | Principal | Jan 2011 (16y) | 25% – 50% | |
| David Sinclair Rowe | Senior Consultant | May 2012 (14y) | 5% – 10% | |
| Doser, Randall, Lee | Director, Client Information Systems | Dec 2014 (12y) | 5% – 10% | |
| David Geoffrey Mann | Registered representative | Jan 2018 (9y) | ||
| Craig Ryan Watkins | Registered representative | Jan 2024 (3y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (26)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Pipe Trades Pension Of Montana | Pipe Trades Pension Of Montana | 1,382 | $90.0M | 08/01/2024 |
| Duplicator Sales & Service, Inc. 401(k) Plan | Duplicator Sales & Service, Inc. | 110 | $11.1M | 06/01/2024 |
| Washington Idaho Cement Masons Employers Retirement Trust Fund | Washington Idaho Cement Masons Employers Retirement Trust Fund | 385 | $42.4M | 06/01/2024 |
| Paintmakers Money Accumulation Pension Plan B | Board Of Trustees, Paintmakers Money Accumulation | 311 | $39.7M | 04/01/2024 |
| Paintmakers Pension Plan | Board Of Trustees, Paintmakers Pension Plan | 57 | $19.1M | 04/01/2024 |
| Concession & Program Employees Local 468 Pension Plan | Board Of Trustees Of Concession & Program Employees Local 468 Pension | 0 | $971K | 04/01/2024 |
| Resource Data, Inc. 401(k) Plan | Resource Data, Inc. | 219 | $38.1M | 01/01/2024 |
| Savers 401(k) Plan | Tvi, Inc. | 12,141 | $128M | 01/01/2024 |
| Compass Health Retirement Plan | Compass Health | 608 | $52.4M | 01/01/2024 |
| Washington Athletic Club 401(k) Savings Plan | Washington Athletic Club | 217 | $16.4M | 01/01/2024 |
| Washington Athletic Club Employees Retirement Plan | Washington Athletic Club | 29 | $14.3M | 01/01/2024 |
| Radiant Logistics, Inc. 401(k) Plan | Radiant Logistics, Inc. | 537 | $54.4M | 01/01/2024 |
| Colliers International Usa, Llc & Affiliated Employers 401(k) Plan | Colliers International Usa, Llc | 3,287 | $356M | 01/01/2024 |
| Sanmar, Lkwp, And Affiliates 401(k) Plan | Sanmar Corporation | 5,003 | $204M | 01/01/2024 |
| Naes Corporation Retirement & 401(k) Plan | Naes Corporation | 2,201 | $644M | 01/01/2024 |
| Horizon House 403(b) Plan | Horizon House | 198 | $17.2M | 01/01/2024 |
| Naes Corporation Corporate Retirement And 401(k) Plan | Naes Corporation | 360 | $112M | 01/01/2024 |
| Roofers Local No. 54 Supplemental Benefit Plan | Bot Roofers Loc. No 54 Supplemental Benefit Plan | 258 | $15.2M | 01/01/2024 |
| Teague Savings And Investment Plan 401(k) | Walter Dorwin Teague Associates, Incorporated | 164 | $44.8M | 01/01/2024 |
| Authentic Brands, Llc 401(k) Plan | Authentic Brands, Llc | 392 | $13.5M | 01/01/2024 |
| Cement Masons And Plasterers 401 K Plan | Board Of Trustees, Cement Masons And Plasterers 401(k) Trust | 2,421 | $17.6M | 01/01/2024 |
| Cement Masons Employers Pension Plan | Cement Masons Employers Pension Trust | 425 | $123M | 01/01/2024 |
| Cement Masons And Plasterers Retirement Plan | Board Of Trustees, Cement Masons And Plasterers Retirement Trust | 1,419 | $455M | 01/01/2024 |
| Northwest Center 401(k) Plan | Northwest Center | 980 | $16.5M | 01/01/2024 |
| Lifecenter Northwest 403(b) Retirement Plan | Lifecenter Northwest | 313 | $28.9M | 01/01/2024 |
Top 25 of 26 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/05/2026 | 852 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Pension consulting services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 05, 2026.
View current Form ADV (SEC/IAPD) ↗