Highland Consulting Associates Inc.

Overview

Highland Consulting Associates Inc. is an SEC registered investment adviser based in Cleveland, OH, registered since 1994. It reports $21.9B in assets under management across 468 accounts, with 28 employees. It has 2 investment adviser representatives.

Reported AUM

$21.9B

Discretionary

3%

Accounts

468

Average account

$46.9M

Employees

28

Advisory reps

2

Registered since

1994

Jurisdictions

7

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• 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
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Richard Veres President CRD 1344302
• Michael Anthony Grater Chief Compliance Officer CRD 8063909

Advisory reps 2 of 2

• Thomas Randall Fairfax Investment Adviser Rep CRD 3172004
• Laurel Fitzsimmons Investment Adviser Rep CRD 8150378

Location

Headquarters

159 Crocker Park Blvd Ste 350
Cleveland, OH 44145

County

Cuyahoga

Metro area

Cleveland-Elyria, OH

Region

Midwest

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: highlandusa.net

Every state, with registration dates

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