Tech stack
No one at Highland Capital Management, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
A
Argent Trust Company
Per Form ADV · $751M held · filed May 2024
S
Salem Trust
Per Form ADV · $423M held · filed May 2024
T
Truist Financial Corp
Per Form ADV · $417M held · filed May 2024
Schwab
Per Form ADV · $403M held · filed May 2024