Heritage Capital Partners,Inc.

Overview

Heritage Capital Partners, Inc. is a boutique advisory firm that focuses on discretionary portfolio management for individuals, families and small businesses. The firm operates as a corporation under individual ownership and runs a fee model that combines a percentage of assets under management with fixed fees. Its filings signal a clear preference for equities — exchange-traded instruments make up the bulk of deployed capital — and the firm is set up to manage concentrated, bespoke portfolios rather than institutional pension mandates or multi-state enterprise business lines. Heritage Capital Partners, Inc. does not identify as an active ESG investor and its advisory activity is narrowly defined around portfolio management for private clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices