Beverly Patrick Whitman
Financial advisor at Highland Investment Advisors LLC · Ponte Vedra, FL
Last updated 2026-10-10
Claim your profileBeverly Patrick Whitman is a financial advisor at Highland Investment Advisors LLC in Ponte Vedra, FL, CRD 6264375. Licenses and exams on the registration: Series 63. IAPD registration began 2013-10-31.
Registration
- CRD number
- 6264375
- Registration status
- Active
- IAPD registration
- 2013-10-31
- Industry Experience
- 12 years
- Work Experience
- 12 years
- States registered
- FL
Licenses and exams
- Series 63
Designations
- CFP®
Work history
- 2014-03 to Present · Beverly Whitman, Cpa, Cfp · Ponte Vedra, FL
- 2014-10 to 2020-02 · Hd Vest Investment Services · Ponte Vedra, FL
- 2015-02 to 2020-02 · Hd Vest Advisory Services · Ponte Vedra, FL
- 2018-12 to 2020-02 · Hd Vest Insurance Agency, LLC · Irving, TX
- 2020-01 to Present · Highland Investment Advisors, LLC · Mequon, WI
Current employment
- Highland Investment Advisors LLC · Ponte Vedra, FL
Highland Investment Advisors LLC
- Regulatory AUM
- $368,267,860
- Registered advisors
- 10
- Offices
- 3
- Clients per advisor
- 60.5 (Moderate)
- Average AUM per client
- $608.7K (Low)
- High-net-worth client ratio
- 9.9% (Low)
Highland Investment Advisors LLC: advisors, services and reported ETF investments
About
Beverly Patrick Whitman is a CFP® financial advisor at Highland Investment Advisors LLC in Ponte Vedra, FL. Reported securities licenses include Series 63. The latest record indicates 12 years of industry experience and 12 years of reported work history. Reported roles include Beverly Whitman, Cpa, Cfp, Hd Vest Insurance Agency, LLC, Hd Vest Advisory Services, Hd Vest Investment Services.
SEC disclosures list additional business and community activities: Beverly Whitman: Whitman jr; Rents office space to my cpa practice.
Highland Investment Advisors LLC's firm-level Form ADV reports 10 advisors across 3 offices; approximately 60.5 clients per advisor, average assets per client of $608,707, and regulatory AUM of $368.3M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $206.5M across 209 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Beverly Patrick Whitman personally.
Reported ETF positions
Highland Investment Advisors reports 209 ETF positions worth $206.5M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| DFAI — Dimensional International Core Equity Market ETF | $26.2M |
| VTV — Vanguard Morningstar Value ETF | $21.5M |
| VT — Vanguard Total World Stock Index ETF | $21.4M |
| SHV — iShares 0-1 Year Treasury Bond ETF | $17.9M |
| IWF — iShares Russell 1000 Growth Fund | $12.2M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Highland Investment Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $5.9M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $5.9M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $15.6K | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | UJAN — Innovator U.S. Equity Ultra Buffer ETF - January | $38.5K | Top 98.1% | Replicability (R²) 54.4% · Residual Sharpe 0.26 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Highland Investment Advisors LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Location
466 Town Plaza Ave, Ponte Vedra, FL 32081
10 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 414-755-2309
- Website: highlandinvestmentadvisors.com
Official record
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