# HIGHLAND INVESTMENT ADVISORS LLC

HIGHLAND INVESTMENT ADVISORS LLC of PONTE VEDRA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 141694
- Type: SEC-registered investment adviser
- SEC file number: 801-120113
- Location: 466 TOWN PLAZA AVE, STE 330, PONTE VEDRA, FL, 32081
- Phone: 414-755-2309
- Latest filing: 2026-06-30
- Regulatory AUM: $368.3M
- Discretionary AUM: $367.3M
- Non-discretionary AUM: $981K
- Clients: 11
- Accounts: 1,412

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Adam Sean Drake | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | — |
| KARR KENNETH EDWARD | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| DRAKE ADAM SEAN | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| BROOKFIELD | WI | 7 | 414-755-2309 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/141694/brochure
- Similar advisers: https://search.stillhousedata.com/firm/141694/similar
- Related entities: https://search.stillhousedata.com/firm/141694/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/141694

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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.