Nicklaus Streit
Highview Capital Management · Buffalo Grove, Illinois
Nicklaus Streit is a fee-only financial advisor at Highview Capital Management in Buffalo Grove, Illinois, who holds the CFP credential. Nicklaus focuses on founders (pre-exit) and family wealth transfer. Highview Capital Management reports charging a percentage of assets on its Form ADV.
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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 | CFP |
| SEC registration | Investment adviser representative in IL · CRD 3169184 |
| Exams passed | Series 63 (1999) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.hv-cap.com |
| Profile |
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Questions about Nicklaus
Is Nicklaus Streit a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicklaus 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 Nicklaus charge for financial advice?
Nicklaus's firm, Highview Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Nicklaus Streit based?
Nicklaus Streit is based in Buffalo Grove, Illinois.
What does Nicklaus specialize in?
Nicklaus's specialties include founders (pre-exit) and family wealth transfer. Nicklaus works with executives, founders and multi-generational families.
What credentials does Nicklaus Streit hold?
Nicklaus Streit holds the CFP credential.
Is Nicklaus Streit registered with the SEC?
Yes. Nicklaus Streit is registered as an investment adviser representative in IL (CRD 3169184), 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 Nicklaus Streit?
Through Nicklaus'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.
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