Heritage Capital Partners,Inc.

RIASEC Registered
Total AUM
$78.5M
Discretionary
$78.5M
100% of AUM
Avg account
$2.5M
Accounts
31
Employees
1
Advisory reps
2

Firm details

Headquarters
Charlotte, North Carolina
CRD number
120748
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI94.43%
  • Individuals2.81%
  • Corporations / Businesses2.35%
  • Charitable Organizations0.4%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Heritage Capital Partners, Inc. is an independent, corporation-structured registered investment adviser that manages portfolios for individual and family clients. The firm bills clients through a mix of AUM-based fees and fixed fees and focuses on portfolio management for individuals and small businesses. It identifies as neither a multi-state adviser nor an active ESG investor, and it does not act as a separate capital allocator.

Assets & Accounts

Public Holdings

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 72%, US Government Bonds 25%, Cash & Cash Equivalents 2%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%, Derivatives 1%72%
  • Exchange Traded Equities72%
  • US Government Bonds25%
  • Cash & Cash Equivalents2%
  • Investment Grade Corp Bonds1%
  • Non-Investment Grade Corp Bonds1%

Owners & executives

1 of 1

  • Joseph Gregory

    President and CEOCRD 4536307

Contacts

1 of 1

  • Loy Thompson

    CRD 4793896

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Charlotte, NC

Mecklenburg

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
Mecklenburg
Address
725 Providence Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth