Highland Associates Inc

Overview

Highland Associates Inc is an SEC registered investment adviser based in Birmingham, AL, registered since 1987. It reports $21B in assets under management across 61 accounts, with 19 employees. It has 2 investment adviser representatives.

Reported AUM

$21B

Discretionary

35%

Accounts

61

Average account

$344M

Employees

19

Advisory reps

2

Registered since

1987

Jurisdictions

17

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Insurance Companies
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 5

• Paige Briscoe Daniel President CRD 2518960
• Eric Jason Ralph Managing Director CRD 6178380
• John Derek Peterson Managing Director CRD 3207374

2 more executive officers, with direct contact details

Advisory reps 2 of 2

• Paige Briscoe Daniel Investment Adviser Rep CRD 2518960
• John Derek Peterson Investment Adviser Rep CRD 3207374

Location

Headquarters

2545 Highland Ave S Ste 200
Birmingham, AL 35205

County

Jefferson

Metro area

Birmingham-Hoover, AL

Region

South

Registrations

• SEC registered
• Registered in 17 jurisdictions
• Website: highlandassoc.com

Every state, with registration dates

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