Heritage Asset Advisors Ltd., Llp is an SEC registered investment adviser organized as a limited liability partnership. Its latest Form ADV filing, dated March 30, 2026, reports $307M in regulatory assets under management, 5 employees, and 759 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.2% of total clients.
Top client categories% of clientsClients
1
Individuals
76.2%
298
2
HNWI
23.8%
93
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$307Mas of March 30, 2026
Discretionary95.9%
$294M
96% of total RAUM95.9%
Non-discretionary4.1%
$12M
4% of total RAUM4.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$307M
Total Accounts759
10Y AUM Change+$88M (+40.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee78:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.