HERITAGE CAPITAL, LLC

Overview

Heritage Capital, LLC is an independent registered investment adviser organized as a limited liability company that serves primarily individual and family clients. The firm operates as a capital allocator, blending advisory and implementation roles: it provides financial planning and portfolio management for individuals, small businesses and institutions, offers pension consulting and selects third‑party advisers when needed. Fee arrangements are a mix of percentage‑of‑AUM and hourly charges. Investment activity is centered on fund‑based public exposures rather than concentrated individual equity bets. Heritage Capital places the bulk of client assets into mutual funds and other pooled public funds for core equity and fixed‑income allocations, while supplementing those positions with selected alternative allocations and annuity solutions. The firm is not an active ESG investor and does not present as a multi‑state SEC adviser, which suggests a geographically focused client base and operations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices