# Mark Sansoterra

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

Page: https://find.wellspent.co/advisors/mark-sansoterra/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Highview Capital Management
- **Based in:** Buffalo Grove, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $416.3M across 257 accounts
- **Credentials:** CFA
- **Specialties:** Founders (pre-exit), Family wealth transfer
- **Works with:** Executives, Founders, Multi-generational families
- **CRD:** 7225934 (https://adviserinfo.sec.gov/individual/summary/7225934)
- **SEC registration:** Investment adviser representative in IL
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.hv-cap.com

## Frequently asked questions

### Is Mark Sansoterra a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mark 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 Mark charge for financial advice?

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

### Where is Mark Sansoterra based?

Mark Sansoterra is based in Buffalo Grove, Illinois.

### What does Mark specialize in?

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

### What credentials does Mark Sansoterra hold?

Mark Sansoterra holds the CFA credential.

### Is Mark Sansoterra registered with the SEC?

Yes. Mark Sansoterra is registered as an investment adviser representative in IL (CRD 7225934), 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 Mark Sansoterra?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7225934): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://hv-cap.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.