SourcingSourcing

HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.

B58
CRD 282906·SEC 801-107330·CLEVELAND, OH
AUM
$76.6M
$25M-$100M
Est. Revenue
$766K
@ 1% on AUM
Est. EBITDA
$230K
@ 30% margin
Est. Deal Value
$1.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.
CRD
282906
SEC file #
801-107330
EIN
—
DBA names
—

Economics

AUM
$76.6M
AUM band
$25M-$100M
AUM trajectory
'20'26
$101.5M → $76.6M▼ -24%
Client mix
Pension Profit Sharing Plans4
Individuals High Net Worth1

Operations

Employees (total)
0
Advisory staff (per ADV)
0
Advisory staff (5-yr trend)
—
Primary office
CLEVELAND OH
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HIGHLAND CONSULTING ASSOCIATES INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
HIGHLAND CONSULTING ASSOCIATES INC.
VERES, RICHARD, NMN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
109834
Trust Company Affiliate
No

People (3)

3
HIGHLAND CONSULTING ASSOCIATES INC.
Direct Owner · 87.5%
109834
VERES, RICHARD, NMN
Executive Officer · 2.5%
1344302
MAHON, KEVIN, JOHN
Executive Officer · 2.5%
4954773