Heritage Capital Advisors, LLC

Overview

Heritage Capital Advisors, LLC is an SEC-registered limited liability company that began registration in 2020 and operates as an institutional registered investment adviser. The firm is owned by an individual and serves both high-net-worth individuals and families as well as institutional clients. Heritage provides fee arrangements that include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Advisory capabilities emphasize portfolio management for individuals and small businesses, portfolio management for investment companies, and the selection of other advisers. The firm identifies itself as a capital allocator, which suggests it sources or places client assets with third-party managers as part of its offering. Heritage does not position itself as an active ESG investor, nor does it identify as a pension consultant or related adviser.

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Public Holdings

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Location & Offices