Heritage Capital Advisors, LLC

Overview

Heritage Capital Advisors, LLC is a fee-based advisory boutique that manages concentrated, equity-focused portfolios for a small number of large clients. The firm provides discretionary portfolio management to individuals, small businesses and investment companies, and it also performs manager selection for outside advisers when clients need access to specialized strategies. Its compensation model includes a percentage-of-AUM component alongside hourly and fixed-fee options, which supports both ongoing wealth management and project-based advisory work. The firm identifies as a capital allocator and favors equity exposure as its primary return driver. Filings indicate a preference for exchange-traded equities and a tilt toward customized separately managed accounts (SMAs) rather than a high-volume retail practice. Heritage Capital Advisors does not list ESG as an active investment approach in its filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices