Mark Sansoterra
Highview Capital Management · Buffalo Grove, Illinois
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.
Request an introduction to Mark →
Specialties
Who they serve
- Executives
- Founders
- Multi-generational families
Facts
| Firm | Highview Capital Management |
|---|---|
| Based in | Buffalo Grove, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $416.3M across 257 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IL · CRD 7225934 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.hv-cap.com |
| Profile |
How Mark's firm compares
- Highview Capital Management's average account is about $1.6 million, from its Form ADV (assets managed divided by 257 accounts).
Request an introduction to Mark
Tell Mark a little about what you're looking for. Mark isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Mark
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Highview Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.