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COMPREHENSIVE FINANCIAL PLANNING CORPORATION

dba HIGHSTONE GROUP · CRD 107549 · Registered Investment Adviser

COMPREHENSIVE FINANCIAL PLANNING CORPORATION is a Registered Investment Adviser headquartered in RICHMOND, VA. The firm reports $263,885,687 in regulatory assets under management across 841 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$0
Non-discretionary$263,885,687
Total RAUM$263,885,687
Accounts841

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 107549. adviserinfo.sec.gov/firm/summary/107549.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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