AdvisorGrade
Fee-onlyFiduciaryNo reported disclosuresLocal

Highcrest Capital, LLC

Highcrest Capital, LLC is a fee-only, SEC-registered investment adviser in Fredericksburg, Texas, registered with the SEC since 2019, managing approximately $824M. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.

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Source: SEC Form ADV · CRD #291007 · SEC #801-115154 · SEC-registered since 2019 (7 yrs) · Last filing data January 1, 2026

AUM
$824M

as of 2026

Fee model
Fee-only

per Form ADV 5.E

Clients
Not reported

Form ADV 5.C — may be institutional

Employees
20

10 advisers

Assets per adviser

$82Mper adviser

A scale-normalized measure that lets you compare large and small firms. The typical firm in our directory manages about $102M per adviser — this firm is around the typical range.

From highcrestcapital.com

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Overview

AI-generated summary

Highcrest Capital, LLC is a fee-only, SEC-registered investment adviser based in Fredericksburg, Texas. It reported approximately $824M in regulatory assets under management on its most recent Form ADV. The firm reported no disclosures on its most recent Form ADV filing.

This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.

Firm details

CRD #
291007
SEC #
801-115154
Headquarters
Fredericksburg, TX
Employees
20

Clients served

Client types not reported on this filing.

Fees & compensation

  • Compensation model: Fee-only — the firm reports being paid by clients (e.g. a percentage of assets) and not through commissions.
  • Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
  • Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
  • Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.

Assets under management

2026$824M
Assets under management by year
YearReported AUM
2026$824M

Reflects the most recent Form ADV filing. Multi-year history is added as additional historical filings are ingested.

Disclosures

Highcrest Capital, LLC reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

Frequently asked questions

Is Highcrest Capital, LLC a fiduciary?+

Yes. Highcrest Capital, LLC is an SEC-registered investment adviser (CRD #291007), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.

How is Highcrest Capital, LLC compensated?+

Highcrest Capital, LLC reports a fee-only compensation model on its Form ADV. Fee-only advisers are paid by their clients (for example, a percentage of assets managed) and do not earn commissions. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.

How much money does Highcrest Capital, LLC manage?+

Highcrest Capital, LLC reported approximately $824M in regulatory assets under management as of its most recent Form ADV filing.

Does Highcrest Capital, LLC have any disclosures?+

Highcrest Capital, LLC reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

This profile is generated from publicly available SEC filings. Highcrest Capital, LLC has not verified or endorsed this information. Last updated from filings: January 1, 2026. View the official filing at SEC IAPD.

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