Heritage Capital Advisors, LLC
● SEC registered since 2020CRD 310306SEC# 801-119452
Reg. AUM
$1.26B
Employees
1
Accounts
11
Location
—
Heritage Capital Advisors, LLC assets under management
Heritage Capital Advisors, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2020. It reports $1.3 billion in regulatory assets under management and employs 1 people.
Heritage Capital Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Donald Moenning Control | President, Cco | Over 75% | 2020 |
Frequently asked questions
How much does Heritage Capital Advisors, LLC manage?
Heritage Capital Advisors, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Heritage Capital Advisors, LLC have?
Heritage Capital Advisors, LLC reports 1 employees.
Does Heritage Capital Advisors, LLC disclose fund performance?
Heritage Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 303-670-9761 |
| Office hours | 9-5 |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.26B▲ 946%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$1.26Bregulatory AUM
Discretionary $1.26B