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AllocatorsInvestment consultantinvestment consultant

Highland Consulting Associates Inc.

Allocators

Cleveland, OH

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Search this name across graphsid dfx:al:c459892a-b067-47d7-8ebe-9e3c88b7b20d

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 5:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

HIGHLAND CONSULTING ASSOCIATES INC.

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Website: highlandusa.net
Plan clients: 1Form 5500 Schedule C
Public clients: 0
Advisory clients: 1
Institutional RAUM: $21BForm ADV
Discretionary RAUM: $609M
Pension plan clients (ADV): 97
Recommended commitments: 0derived
Latest client year end: Nov 30, 2023
CRD: 109834

Plan clients

plans naming this consultant on Form 5500 Schedule C or in their own reports

Plan	Role	From	To	Current	Evidence
Retirement Plan for Employees of the Burnham Group	General consultant	Dec 1, 2022	Nov 30, 2023	no	fact

Relationships

Advised by (1)

← Retirement Plan for Employees of the Burnham GroupPlanGeneral consultant
Dec 1, 2022 to Nov 30, 2023factForm 5500

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:c459892a-b067-47d7-8ebe-9e3c88b7b20d
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.