Data / Investment advisers / Virginia / Highstone Group
Highstone Group, Richmond, VA: $264 million AUM, SEC registered investment adviser
Highstone Group is an SEC registered investment adviser with its main office in Richmond, Virginia and reports $264 million in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 107549
- SEC file number
- 801-112136
- SEC status
- Approved, effective December 8, 2017
- Legal name
- Comprehensive Financial Planning Corporation
- Main office
- 4205 Dover Road, Richmond, VA 23221
- Phone
- (804) 285-7010
- Website
- highstonegroup.com
- Regulatory AUM
- $263,885,687 in the Form ADV filed March 27, 2026
- Non discretionary AUM
- $263,885,687
- Accounts
- 841
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, commissions
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 160 | $145.6 million |
| High net worth individuals | 14 | $118.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $263.9 million | March 27, 2026 |
| December 1, 2025 | $243 million | March 26, 2025 |
Other advisers in Richmond
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Wills Financial Group, LLC | Richmond | $385.7 million | Not listed | adviserinfo.sec.gov |
| Paragon Financial Services | Richmond | $383.7 million | Not listed | adviserinfo.sec.gov |
| Commonwealth Retirement Investments LLC | Richmond | $377 million | Not listed | adviserinfo.sec.gov |
| Evr Research LP | Richmond | $365 million | 1 | adviserinfo.sec.gov |
| Evoadvisors | Richmond | $337.2 million | Not listed | adviserinfo.sec.gov |
| Cobblestone Asset Management | Richmond | $258.9 million | Not listed | adviserinfo.sec.gov |
| Alpha Advisors, LLC | Richmond | $256.1 million | Not listed | adviserinfo.sec.gov |
| Thompson Davis Asset Management | Richmond | $211.3 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Richmond, VA
- Investment advisers in Virginia
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Highstone Group on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.