Heritage Capital Partners, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$76,319,565
Clients
28
79% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
28
TypicalAverage account size
$2,725,699
About
Heritage Capital Partners provides investment advisory and portfolio management services mainly for individual clients and also works with charitable organizations and corporate or business clients, a client mix that the brochure highlights as less common for similar independent firms. The firm reports managing roughly $78 million in discretionary assets for a small base of about 28 client relationships.
Heritage delivers discretionary portfolio management and states it tailors its services and adjusts core strategies to meet specific client needs. The brochure indicates the firm may employ derivatives within separately managed accounts as part of its implementation approach.
Compared with peers, Heritage’s combination of a concentrated client base that includes charities and business entities and its documented use of derivatives in SMAs is distinctive among solo independent advisers. The firm also notes it does not participate in wrap programs and emphasizes individualized, case-by-case adjustments to client strategies.
Client services
Portfolio management
Fee options
Account minimum: /No minimum stated in brochure/
Main office location
Heritage Capital Partners, Inc.
4500 Cameron Valley Parkway, Suite 245
Charlotte NC 28211, United States
Number of offices
1
Most active in
Heritage Capital Partners, Inc. has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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