Highstone Group - Investment Advisers

About Highstone Group

Highstone Group is the business name of Comprehensive Financial Planning Corporation, an investment adviser headquartered in Richmond, Virginia. Ronald Hochstein founded the firm in 1983, and it is registered with the U.S. Securities and Exchange Commission. The registry lists regulatory assets under management of $263.89 million and four employees. The firm appears in the Directory of US Investment Advisers and among the investment advisers in Virginia. The firm offers financial planning and advice to individuals, families, and small businesses. Its services include investment advisory and asset management, retirement and estate planning, long-term care decisions, health and life insurance guidance, and tax planning and preparation. The firm says many of its client relationships continue across generations. Access to its services is limited to residents of certain listed states, including Virginia. The firm is privately owned and family operated. Amy Hochstein Clark and Justin Hochstein, both children of the founder, are part of the business team alongside Ronald Hochstein, who serves as president. Securities are offered through Silver Oak Securities, Inc., a FINRA and SIPC member broker-dealer that the firm describes as a separate entity.

Key Facts

Assets Under Management

$263.89M

Employees

4

SEC File Number

801-112136