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HERITAGE CAPITAL MANAGEMENT, INC.
CRD 117498
1609 STUBBS AVE, MONROE, LA, 71201, United States
Phone
(318) 692-3159
Fax
(318) 324-8098
Registration
— (—)
Source
State registered
Total AUM
$61.4M
Discretionary AUM
$54.7M
Team
3 total employees; 2 advisory reps; 286 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; NEGOTIABLE FEES
Org form
Corporation
Filing date
2026-02-12
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 232 | $26.0M |
| High net worth individuals | 36 | $25.4M |
| Corporations/business entities | 11 | $6.3M |
Official SEC filing: View on IAPD