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Advisor

Brian Vogler

Highview Capital Management · Buffalo Grove, Illinois

Brian Vogler is a fee-only financial advisor at Highview Capital Management in Buffalo Grove, Illinois, who holds the CFA credential. Brian focuses on founders (pre-exit) and family wealth transfer. Highview Capital Management reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only CFA

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Specialties

Who they serve

  • Executives
  • Founders
  • Multi-generational families

Facts

FirmHighview Capital Management
Based in Buffalo Grove, Illinois
Fee model (firm's Form ADV)Percentage of assets
Assets under management$416.3M across 257 accounts
CredentialsCFA
SEC registration Investment adviser representative in IL · CRD 6288722
Firm size5 employees
Disclosures None reported
Websitewww.hv-cap.com

How Brian's firm compares

  • Highview Capital Management's average account is about $1.6 million, from its Form ADV (assets managed divided by 257 accounts).

What fee-only advisors charge in Illinois

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Questions about Brian

Is Brian Vogler a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Highview Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Brian charge for financial advice?

Brian's firm, Highview Capital Management, reports charging a percentage of assets on its SEC Form ADV.

Where is Brian Vogler based?

Brian Vogler is based in Buffalo Grove, Illinois.

What does Brian specialize in?

Brian's specialties include founders (pre-exit) and family wealth transfer. Brian works with executives, founders and multi-generational families.

What credentials does Brian Vogler hold?

Brian Vogler holds the CFA credential.

Is Brian Vogler registered with the SEC?

Yes. Brian Vogler is registered as an investment adviser representative in IL (CRD 6288722), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Highview Capital Management manage?

Highview Capital Management reports $416.3M across 257 accounts in assets under management.

How do I contact Brian Vogler?

Through Brian's website, www.hv-cap.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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