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Highland Associates Inc

Alpha Nasdaq OCIO Indices - Contributor

BIRMINGHAM, AL

Form ADV and provider website profile · CRD 104948 · regulatory data as of Jul 29, 2026

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This profile compiles reported firm AUM, institutional client counts, ownership information, and source-linked regulatory records for Highland Associates Inc. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$21.0BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
61Institutional ClientsInstitutional ClientsInstitutional client relationships identified from the firm’s Form ADV data. This is not necessarily the number of OCIO mandates.
$7.5BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$13.5BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameHIGHLAND ASSOCIATES INC

CRD number104948

Firm foundedNot reported

SEC registration dateAug 21, 1987

Employees19

Advisory professionals18

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

2545 HIGHLAND AVENUE SOUTH, BIRMINGHAM, AL, 35205

205-933-8664

https://www.regions.com/wealth-management/institutional-services/highland-associatesLinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$21.0B

As of Jul 29, 2026

Client Mix by Firm AUM

Source: Form ADV client records
Corporations57.9%$12.2B
Retirement Plans29.4%$6.2B
Other Pooled Vehicles7.1%$1.5B
Charities3.3%$693M
Insurance companies2.3%$479M

Percentages and AUM are shown from the same reported Form ADV client-type records.