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Heritage Capital Advisors, LLC

● SEC registered since 2020CRD 310306SEC# 801-119452
Export (members)
Reg. AUM
$672.5M
Employees
1
Accounts
2
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 $672.5 million in regulatory assets under management and employs 1 people.
www.info@heritagecapitalresearch.comView on SEC.gov ↗

Heritage Capital Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
David Donald Moenning ControlPresident, CcoOver 75%2020

Frequently asked questions

How much does Heritage Capital Advisors, LLC manage?

Heritage Capital Advisors, LLC reports $672.5 million 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

Phone303-670-9761
Office hours5-Sep
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$672.5M
Non-discretionary$0
Total (RAUM)$672.5M