Investment adviser · CRD 124816

HERITAGE WAY ADVISORS, L.L.C.

Investment adviser filing (IA)

ROCKFORD, IL, United States · Form ADV filed Feb 9, 2021

Regulatory AUM
$368M
Form ADV · Item 5.F
Client accounts
501
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
5
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals81$289,974,53778.7%
Individuals84$30,504,2878.3%
Charities20$20,581,7345.6%
Corporations & businesses8$17,857,0244.8%
Banks & thriftsFewer than 5$9,573,2842.6%
Filing source

Form ADV 1492161 · Feb 9, 2021 · 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 funds

The 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: Feb 9, 2021. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

6845 WEAVER RD, SUITE 200
ROCKFORD, IL, 61114, United States

CRD 124816

Filing source

Form ADV 1492161 · Feb 9, 2021 · 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.