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Highland Good Steward Management, LLC (Birmingham)


Highland Good Steward Management, LLC is a mid-sized advisory firm based in Birmingham. It manages $54.44 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Alabama.

Highland Good Steward Management provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Highland Good Steward Management: assets under management

The assets under management (AUM) of Highland Good Steward Management, LLC is $54.44 million. The company doesn't manage any assets belonging to foreign clients.

Highland Good Steward Management has custody of $54.44 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Highland Good Steward Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
William Alexander Terry Managing member 1 Jul 2003 25% - 50% 1017945
Charles Debardeleben Perry Managing member 1 Jul 2003 25% - 50% 873961
William Thomas Mills Managing member 1 Jul 2003 25% - 50% 1610338
John Robert Doody Managing member 1 Jul 2003 25% - 50% 1703990

Based in Birmingham

The principal office where Highland Good Steward Management, LLC performs its advisory services is located at 2151 Highland Avenue, Birmingham, AL 35205, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (205) 703-4485 or by fax (205) 703-4484. The normal business hours are 8 am until 5 pm on Monday - Friday.


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