# HERITAGE FINANCIAL MANAGEMENT, LLC

HERITAGE FINANCIAL MANAGEMENT, LLC of CHARLOTTESVILLE, VA is an SEC-registered investment adviser.

## Registration

- CRD: 110736
- Type: SEC-registered investment adviser
- SEC file number: 801-55557
- Location: 614 EAST HIGH ST., CHARLOTTESVILLE, VA, 22902
- Phone: 434-977-4420
- Latest filing: 2005-03-15
- Regulatory AUM: $479.7M
- Discretionary AUM: $165.8M
- Non-discretionary AUM: $313.9M
- Clients: 1
- Accounts: 129

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| COLBERG CRAIG FARNHAM | MANAGING DIRECTOR; SHAREHOLDER | — |
| BREWSTER BENJAMIN | MANAGING DIRECTOR; PRESIDENT | — |
| BELL RUSSELL JOHN | MANAGING DIRECTOR; PRESIDENT | — |
| HAMAR GEORGE DAVID PHELPS | CHIEF COMPLIANCE OFFICER; SHAREHOLDER | — |
| YORK JANET BREWSTER | SHAREHOLDER | — |
| ARMSTRONG WHITNEY BREWSTER | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110736/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110736/similar
- Related entities: https://search.stillhousedata.com/firm/110736/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110736

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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.