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| Keyboard |
| Heritage Asset Advisors Ltd LLP
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|---|---|
| CRD # | 144125 |
| SEC # | 801-67956 |
| CIK # | |
| AUM | 306.6 M (2026-03-30) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 281-966-3370 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 298 | 82.9 |
| (b) Individuals (high net worth individuals) | 93 | 222.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 759 | 306.6 |
| By Discretionary | ||
| Discretionary | 705 | 294.2 |
| Non-Discretionary | 54 | 12.4 |
| Total | 759 | 306.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 306.6 | |
| Total | 759 | 306.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Dunbar Associates LLC
✚
|
CT | 307.5 M |
|
Copley Investment Management LLC
✚
|
307.3 M | |
|
Kevin M Gibney and Company LLC
✚
|
NJ | 306.9 M |
|
Spectra Investment Management LLC
✚
|
FL | 306.8 M |
|
One Wealth Capital Management LLC
✚
|
AZ | 306.8 M |
|
Craft & Sage Wealth LLC
✚
|
MO | 306.8 M |
|
Blue Sky Capital Consultants Group Inc
✚
|
CA | 306.3 M |
|
Hancock Whitney Investment Services Inc
✚
|
LA | 306.1 M |
|
Hendershott Wealth Management LLC
✚
|
IN | 305.8 M |
|
Finer Wealth Management Inc
✚
|
MA | 305.8 M |