HERITAGE CAPITAL ADVISORS, LLC

Overview

Heritage Capital Advisors, LLC is a small, SEC-registered RIA that focuses on portfolio management for individual and family clients and small businesses. The firm emphasizes liquid public markets — particularly exchange-traded equities and ETFs — as its primary allocation vehicle, and structures client relationships under either percentage-of-AUM or fixed-fee arrangements. Heritage is not positioned as a capital allocator or a multi-state adviser, and it does not flag itself as an active ESG investor. The business model centers on discretionary portfolio management: the firm manages client portfolios directly rather than operating a funds-of-funds platform. That approach aligns with their stated client base of individuals and families and their preference for equities as the dominant exposure in client accounts.

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Location & Offices