# HERITAGE INVESTORS MANAGEMENT CORP

HERITAGE INVESTORS MANAGEMENT CORP of BETHESDA, MD is an SEC-registered investment adviser.

## Registration

- CRD: 110420
- Type: SEC-registered investment adviser
- SEC file number: 801-10612
- Location: 7101 WISCONSIN AVENUE, BETHESDA, MD, 20814-4878
- Phone: 301-951-0440
- Latest filing: 2026-08-06
- Regulatory AUM: $4.6B
- Discretionary AUM: $4.6B
- Non-discretionary AUM: $11.1M
- Clients: 22
- Accounts: 1,465

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| Michael Stewart Cornfeld | PRESIDENT; TRUSTEE OF SARAH CORNFELD 2012 TRUST, JENNIFER SCHENKER 2012 TRUST, MELISSA LYNN CORNFELD 2012 TRUST | — |
| Derek Robert Stone | SENIOR VICE PRESIDENT | — |
| Kenneth James Long | EXECUTIVE VICE PRESIDENT | — |
| Andrew Marc Schenker | CHIEF INVESTMENT OFFICER | — |
| Janet Lynn Cornfeld | TRUSTEE OF CORNFELD FAMILY 2012 TRUST | — |
| Beth Marci Rosen | CHIEF OPERATING OFFICER | — |
| Sophia Colas | CHIEF COMPLIANCE OFFICER | — |
| Craig L Lukin | CHIEF COMPLIANCE OFFICER | — |
| CORNFELD MICHAEL STEWART | PRESIDENT; PRESIDENT/CCO; PRESIDENT/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| STONE DEREK ROBERT | SENIOR VICE PRESIDENT; VICE PRESIDENT | — |
| TJORNEHOJ GAYL A | VICE PRESIDENT; VICE PRESIDENT & SECRETARY | — |
| LONG KENNETH JAMES | EXECUTIVE VICE PRESIDENT; VICE PRESIDENT | — |
| COHEN JONATHAN LEE | DIRECTOR | — |
| BABBY LON SCOTT | DIRECTOR & SECRETARY | — |
| KENNEDY JEAN MARIE | SENIOR VICE PRESIDENT; VICE PRESIDENT | — |
| DEMAYO MICHAEL | VICE PRESIDENT | — |
| TJORNEHOJ GAYL ALICE | CHIEF OPERATING OFFICER; VICE PRESIDENT & SECRETARY | — |
| SCHENKER ANDREW MARC | CHIEF INVESTMENT OFFICER; DIRECTOR OF RESEARCH | — |
| HILL CHRISTOPHER GEDDY | CHIEF COMPLIANCE OFFICER | — |
| Cornfeld Janet Lynn | TRUSTEE OF CORNFELD FAMILY 2012 TRUST | — |
| ROSEN BETH MARCI | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110420/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110420/similar
- Related entities: https://search.stillhousedata.com/firm/110420/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110420

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.