# HIGHLAND CAPITAL MANAGEMENT, LLC

HIGHLAND CAPITAL MANAGEMENT, LLC of MEMPHIS, TN is an SEC-registered investment adviser.

## Registration

- CRD: 104842
- Type: SEC-registered investment adviser
- SEC file number: 801-8762
- Location: 850 RIDGE LAKE BLVD, SUITE 205, MEMPHIS, TN, 38120
- Phone: 901-761-9500
- Latest filing: 2026-07-08
- Regulatory AUM: $3.9B
- Discretionary AUM: $3.9B
- Clients: 21
- Accounts: 957

## Business model

- Compensation: % of AUM, Performance, Other
- Clients served: High net worth, Pooled vehicles, Other

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| Steven Wishnia | PRESIDENT & CEO | Memphis, TN |
| Michael Heflin Tindal | DIRECTOR OF TAFT-HARTLEY SERVICES | — |
| David Lee Thompson | CHIEF INVESTMENT OFFICER/DIRECTOR OF PRIVATE WEALTH | — |
| Lori Nelms Montgomery | CHIEF COMPLIANCE OFFICER | — |
| THOMPSON RICHARD LEE | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER/DIRECTOR OF PRIVATE WEALTH; DIRECTOR (+3 more) | — |
| POPWELL DAVID T | DIRECTOR | — |
| WISHNIA STEVEN | CHIEF COMPLIANCE OFFICER; DIRECTOR, PRESIDENT; PRESIDENT (+3 more) | — |
| BERZ PAUL HENRY | DIRECTOR & CHAIRMAN OF THE BOARD | — |
| BURKETT CHARLES G | DIRECTOR | — |
| AUR RHOMES C | DIRECTOR | — |
| SPIVEY DENISE MARIE | CHIEF COMPLIANCE OFFICER | — |
| EDELMAN JAMES A | RESEARCH DIRECTOR/SECRETARY OF BOARD | — |
| TINDAL MICHAEL HEFLIN | DIRECTOR OF TAFT-HARTLEY SERVICES | — |
| STACK STEVEN MICHAEL | COO / DIRECTOR OF PUBLIC FUNDS; COO / DIRECTOR OF PUBLIC FUNDS & PRIVATE WEALTH | — |
| SCHWARZMAN WARREN JEFFREY | DIRECTOR | — |
| GOLDSTEIN GLENN J | DIRECTOR,EVP, SECRETARY, TREASURER | — |
| WEIR JAMES MANNING | DIRECTOR | — |
| WHITMAN CHARLES THOMAS | DIRECTOR | — |
| GLASS KENNETH J | DIRECTOR | — |
| MONTGOMERY LORI NELMS | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104842/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104842/similar
- Related entities: https://search.stillhousedata.com/firm/104842/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104842

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.