HERITAGE CAPITAL ADVISORS, LLC
Company Profile
| AUM* | 1,344,103,282 619% |
| of that, discretionary | 1,344,103,282 619% |
| Number of Employees | 6 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 12,445,401 546% |
| High Net Worth | 46.30% -15% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- An investment adviser (or subadviser) to an investment company
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Recent News
Reported AUM
1B
1B
897M
717M
538M
359M
179M
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASSURANCE DIMENSIONS LLC ALSO D/B/A MCNAMARA AND ASSOCIATES, LLC | Filing Date10/01/2025 | Form ADV-E View Report |
| Accounting Firm Name ASSURANCE DIMENSIONS CERTIFIED PUBLIC ACCOUNTANTS & ASSOCIATES | Filing Date12/26/2024 | Form ADV-E View Report |
| Accounting Firm Name ASSURANCE DIMENSIONS CERTIFIED PUBLIC ACCOUNTANTS & ASSOCIATES | Filing Date11/14/2023 | Form ADV-E View Report |
| Accounting Firm Name ASSURANCE DIMENSIONS ALSO D/B/A MCNAMARA AND ASSOCIATES, PLLC | Filing Date08/22/2023 | Form ADV-E View Report |
| Accounting Firm Name JOHNSON, TIBODEAU, BOTTIN, P.S.C. | Filing Date08/10/2023 | Form ADV-E View Report |