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HIGHSTONE GROUP

COMPREHENSIVE FINANCIAL PLANNING CORPORATION

CRD 107549 · SEC 801-112136

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4205 DOVER ROAD, RICHMOND, VA, 23221, United States

Phone

804-285-7010

Fax

804-285-7046

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$263.9M

Discretionary AUM

$0

Team

4 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions

Org form

Corporation

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals160$145.6M
High net worth individuals14$118.3M

States served

MD, VA

All web addresses on file

Official SEC filing: View on IAPD