HERITAGE CAPITAL ADVISORS, LLC
· CRD 310306
SEC-registered investment adviser since 2020 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$1.3bn
- Main clients (by assets)Mutual funds and ETFs 100%
- Form ADV · 2026-03-13SEC adviser record
- Kindmutual funds
As an employer
- Staff (Form ADV)1 · 1 in investment roles