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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Heritage Capital Advisors LLC
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| CRD # | 310306 |
| SEC # | 801-119452 |
| CIK # | |
| AUM | $672.5 M (2025-03-28) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 303-670-9761 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 672.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 672.5 |
| By Discretionary | ||
| Discretionary | 2 | 672.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 672.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 672.5 | |
| Total | 2 | 672.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
KFA Private Wealth Group LLC
✚
|
VA | 0.7 |
|
Transatlantique Private Wealth LLC
✚
|
NY | 0.7 |
|
Silver Heights Capital Management Inc
✚
|
0.7 | |
|
JVL Associates LLC
✚
|
MI | 0.7 |
|
Sterling Financial Planning Inc
✚
|
NJ | 0.7 |
|
ALTI Wealth Management US International Inc
✚
|
FL | 0.7 |
|
Newman Dignan & Sheerar Inc
✚
|
RI | 0.7 |
|
Grant Street Asset Management Inc
✚
|
PA | 0.7 |
|
Cambient Family Office LLC
✚
|
MI | 0.7 |
|
DMKC Advisory Services LLC
✚
|
IA | 0.7 |