firm profile
Highland Capital Management, LLC
Overview
Highland Capital Management, LLC is an SEC registered investment adviser based in Memphis, TN, registered since 1972. It reports $3.9B in assets under management across 957 accounts, with 21 employees. It has 12 investment adviser representatives.
- Reported AUM
- $3.9B
- Discretionary
- 100%
- Accounts
- 957
- Average account
- $4.1M
- Employees
- 21
- Advisory reps
- 12
- Registered since
- 1972
- Jurisdictions
- 11
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Other Fees, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.
Executive officers 3 of 4
- Steven Wishnia President, Chief Executive Officer, Chief Compliance Officer CRD 2322376
- David Lee Thompson Chief Investment Officer, Director of Private Wealth CRD 4344729
- Lori Nelms Montgomery Chief Compliance Officer CRD 5573978
1 more executive officer, with direct contact details
Advisory reps 3 of 12
- Lelia Woodley Coggins Investment Adviser Rep CRD 5310620
- Mark Joseph Cronin Investment Adviser Rep CRD 1299815
- Alan M Erickson Investment Adviser Rep CRD 2776813
9 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 850 Ridge Lake Blvd Ste 205
Memphis, TN 38120 - County
- Shelby
- Metro area
- Memphis, TN-MS-AR
- Region
- South
Registrations
- SEC registered
- Registered in 11 jurisdictions
- Website: highlandcap.com
Every state, with registration dates
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- Southeastern Asset Management Inc.Memphis, TN$3.7B AUM
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