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Highview Capital Management, LLC

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Client assets under management

$407,680,330

Clients

97

84% high-net-worth

Advisors

4

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

24

Low

Average account size

$4,202,890

About

Highview Capital Management is a small advisory team that manages roughly $416 million on a discretionary basis for individuals, high-net-worth clients, and a range of institutional and household entities such as trusts, estates, and corporations. The firm offers wealth management, ongoing portfolio management, and financial planning, and it facilitates investments across public and private securities.

The firm documents client objectives in a signed Investment Policy Statement and implements portfolios using asset-allocation approaches that include strategic, dynamic, tactical, and core-satellite techniques with regular monitoring and rebalancing. Highview’s investment process combines a broad set of analytical methods—fundamental, quantitative, technical, cyclical, sector, and qualitative analysis—and it may recommend securities-backed lines of credit as an alternative to liquidating investments when clients need liquidity.

Distinctive operational features include a general requirement that client assets be custodied at Pershing Advisor Solutions (with limited exceptions) and the use of a third-party service to vote client proxies rather than internal proxy voting. The firm also discloses that it continues to assess advisory fees on full portfolio values when clients employ securities-backed lines of credit, a practice that creates a potential conflict of interest to consider alongside the firm’s active use of private-market investments.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Options & derivatives strategies

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Fee options

Fixed

Financial planning fee as described above, minimum annual fee $10,000

Percentage

$0 - $2,000,000: 1.00% $2,000,000.01 - $5,000,000: 0.75% $5,000,000.01 - $10,000,000: 0.60% $10,000,000.01 - $50,000,000: 0.60% (Flat Fee) $50,000,000.01+: Negotiable

Other

Account minimum: $2,000,000 Minimum fee: $20,000 per year (may be waived in certain circumstances) Fee-only: Annual financial planning fee with a minimum of $10,000, structured as a flat fee paid quarterly; applicable in lieu of AUM fees in certain circumstances

Main office location

Highview Capital Management, LLC

2150 E. Lake Cook Road, Suite 820

Buffalo Grove IL 60089, United States

Number of offices

1

Most active in

More info

Florida · Illinois · Texas · Wisconsin

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 888-757-6610

Advisors at this firm

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user avatar

Brian V

CFA®

Buffalo Grove, IL

Highview Capital Management, LLC

Brian Vogler is a CFA® charterholder with three years of industry experience. He is currently with Highview Capital Management, LLC, where he has worked since 2022. His prior experience includes roles at Holman, Fitch Ratings, and Wheels, Inc. Highview Capital Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a variety of analytical methods to implement asset-allocation strategies tailored to client goals and risk tolerance, managing approximately $363.6 million in regulatory assets.

Private / alternative investments Options & derivatives strategies
user avatar

Nicklaus S

CFP®, Series 63

Buffalo Grove, IL

Highview Capital Management, LLC

Nicklaus Streit is a CFP® with six years of industry experience, currently serving as an advisor at Highview Capital Management, LLC since 2020. Prior to this, he worked at BMO Private Bank for five years. Highview Capital Management LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a variety of analytical methods to implement asset allocation strategies and emphasizes ongoing monitoring and rebalancing tailored to clients’ goals and risk tolerance.

Private / alternative investments Options & derivatives strategies
user avatar

Mark S

CFA®

Buffalo Grove, IL

Highview Capital Management, LLC

Mark Sansoterra is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Highview Capital Management, LLC since 2020. Prior to this, he worked at BMO Private Bank from 2001 to 2020. Highview Capital Management LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a range of analytical methods to implement asset-allocation strategies tailored to client goals and risk tolerance, managing approximately $363.6 million in regulatory assets across a small advisory team.

Private / alternative investments Options & derivatives strategies
user avatar

Michael M

CFP®, Series 63

Buffalo Grove, IL

Highview Capital Management, LLC

Michael Mcnitt is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Highview Capital Management, LLC since 2020. Prior to joining Highview, he worked at BMO Private Bank from 2015 to 2020. Highview Capital Management LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a range of analytical methods to implement asset-allocation strategies tailored to client goals and risk tolerance, managing approximately $363.6 million in regulatory assets across a small advisory team.

Private / alternative investments Options & derivatives strategies
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