Heritage Capital, LLC
Heritage Capital, LLC is an SEC-registered wealth manager in Woodbridge, CT with $146.9M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Heritage Capital, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127650, SEC 801-132778, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $146.9M (2026-03-06)
- Firm type
- Wealth Manager
- Location
- Woodbridge, CT
- Employees
- 3
- Clients
- 146
- CRD
- 127650
- Ownership
- SCHATZ, PAUL, BRIAN
How much AUM does Heritage Capital, LLC have?
Heritage Capital, LLC reported $146.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Heritage Capital, LLC?
Disclosed owners and executives of Heritage Capital, LLC include SCHATZ, PAUL, BRIAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.