This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$416MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$416M

Private client RAUM

$408MderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$104Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

257

Individual clients

16

High net worth clients

81

Custody, client assets

$163M

SEC number

801-121296

CRD

306195

Filings on the tape

21

First filed

Feb 11, 2020

Latest filed

Mar 27, 2026

Organised

Limited Liability Company, DE

Website

hv-cap.com

• Occurred

  Mar 25, 2022
  Regulatory AUM changed

  Highview Capital Management, Llc reported RAUM $283.1M, up 134% from $121.1M (2021-05-27 to 2022-03-25)

  Form ADVobserved 4 days ago
  $162M
• Occurred

  Feb 11, 2020
  First Form ADV filing

  Highview Capital Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e3fbfccb-2313-fb28-647e-ead21968944b

First observed

Feb 11, 2020

Last observed

Mar 27, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

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.