Heritage Wealth Advisors
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 312545
- Registered since
- July 15, 2021
- Website
- www.yourheritageadvisors.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI93.02%
- Individuals6.98%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Heritage Wealth Advisors is an independent registered investment adviser formed in 2021 and owned by an individual. The firm serves primarily individual and family clients and operates as a capital allocator, blending portfolio management with financial planning and selection of outside advisers. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, manager selection, and educational workshops. Compensation is by AUM-based fees and fixed fees. Heritage Wealth Advisors does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Public Funds/Mutual Funds19%
- Cash & Cash Equivalents7%
- US Government Bonds5%
Owners & executives
1 of 1
Tanya Olvera
Chief Compliance OfficerCRD 6108434
Contacts
3 of 3
Lindsey Meredith
Financial AdvisorCRD 6566737
David Holwadel
Senior Financial AdvisorCRD 3031360
Jeffrey Thompson
Financial AdvisorCRD 6374703
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 101Active vs passive
$113M in ETFs
50%
$56.7M
45%
$56.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN CORE PLUS BOND ETF (JCPB) | JP Morgan | Active | Intermediate Core Plus Bond | $6.3M | 135,075 | 5.61% |
Location
Cincinnati, OH
Hamilton
Location
Cincinnati, OH
Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 9110 Montgomery Rd
- Time zone
- ET (UTC-5)
- Office locations
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