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Brian Donald Vogler

Investment adviser representative at Highview Capital Management, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$416.3MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Highview Capital Management, LLCSep 2022 to now
  2. HolmanJun 2021 to Sep 2022
  3. Fitch RatngsJan 2020 to Jun 2021
  4. Wheels, Inc.Jul 2015 to Jan 2020

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (IL).

Highview Capital Management, LLC

$416.3MAssets managed
97Clients
4Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6288722
Firm CRD
306195
Advisor's SEC record (opens in a new tab)
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