Investment adviser · CRD 144125
HERITAGE ASSET ADVISORS LTD., LLP
Investment adviser filing (IA)
· Form ADV filed Mar 30, 2026
- Regulatory AUM
- $307M Form ADV · Item 5.F
- Client accounts
- 759 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 93 | $222,594,242 | 72.6% |
| Individuals | 298 | $82,868,699 | 27.0% |
| Corporations & businesses | Fewer than 5 | $1,130,743 | 0.4% |
Filing source
Form ADV 2086779 · Mar 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
CRD 144125
Filing source
Form ADV 2086779 · Mar 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.