# HERITAGE INVESTMENT GROUP, INC.

HERITAGE INVESTMENT GROUP, INC. of POMPANO BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 113204
- Type: SEC-registered investment adviser
- SEC file number: 801-60396
- Location: 2480 N.E. 23RD STREET, POMPANO BEACH, FL, 33062
- Phone: 954-785-5400
- Latest filing: 2026-07-27
- Regulatory AUM: $2.2B
- Discretionary AUM: $2.2B
- Clients: 21
- Accounts: 2,239

## Business model

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

## Officers, owners & control persons (26)

_Showing 25 of 26 people._

| Name | Role | Location |
| --- | --- | --- |
| Laura G Maclean | CO-TRUSTEE OF FREDERICK R. MACLEAN, JR. REV. TRUST/TRUSTEE OF MACLEAN FAMILY TRUST | — |
| Jr. Frederick Maclean | PRESIDENT/CO-TRUSTEE OF FREDERICK R. MACLEAN, JR. REV. TRUST | — |
| Samuel Hardy Taylor | VICE PRESIDENT/CCO/ CO-TRUSTEE OF THE TAYLOR FAMILY REV. TRUST | — |
| Robert Ian Mccarver | SECRETARY/TREASURER | — |
| Timothy Glenn Slattery | CHIEF INVESTMENT OFFICER/TRUSTEE OF TIMOTHY GLENN SLATTERY REV. TRUST | — |
| Heide R Taylor | CO-TRUSTEE OF THE TAYLOR FAMILY REV. TRUST | — |
| Tracy M Mccarver | HEAD OF TRADING | — |
| David Kenneth Teas | CO-TRUSTEE OF THE TEAS REVOCABLE TENANCY BY THE ENTIRETY TRUST | — |
| Courtney Elizabeth Teas | CO-TRUSTEE OF THE TEAS REVOCABLETENANCY BY THE ENTIRETY TRUST | — |
| MACLEAN JR FREDERICK RICHARDS | OWNER; PRESIDENT; PRESIDENT/CO-TRUSTEE OF FREDERICK R. MACLEAN, JR. REV. TRUST | — |
| TAYLOR SAMUEL | VICE PRESIDENT; VICE PRESIDENT/CCO | — |
| MCCARVER ROBERT IAN | SECRETARY/TREASURER | — |
| HINKLE DARRYL LEE | PORTFOLIO MANAGER; PORTFOLIO MANAGER\\CO-TRUSTEE OF THE DARRYL L. HINKLE REV. TRUST | — |
| MACLEAN LAURA G | CO-TRUSTEE OF FREDERICK R. MACLEAN, JR. REV. TRUST/TRUSTEE OF MACLEAN FAMILY TRUST | — |
| SLATTERY TIMOTHY GLENN | CHIEF INVESTMENT OFFICER/TRUSTEE OF TIMOTHY GLENN SLATTERY REV. TRUST | — |
| TAYLOR S HARDY | VICE PRESIDENT/CCO/ CO-TRUSTEE OF THE TAYLOR FAMILY REV. TRUST; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| MACLEAN ANNE | OWNER | — |
| MCCARVER ROBERT | SECRETARY/TREASURER | — |
| TAYLOR JAMES R | CO-TRUSTEE OF THE TAYLOR FAMILY REV. TRUST | — |
| MCCARVER TRACY M | HEAD OF TRADING | — |
| HINKLE LINDA MARIE | CO-TRUSTEE OF THE DARRYL L. HINKLE REV. TRUST | — |
| TEAS DAVID KENNETH | CO-TRUSTEE OF THE TEAS REVOCABLE TENANCY BY THE ENTIRETY TRUST | — |
| TEAS COURTNEY ELIZABETH | CO-TRUSTEE OF THE TEAS REVOCABLETENANCY BY THE ENTIRETY TRUST | — |
| Laura G. Maclean | CO-TRUSTEE OF FREDERICK R. MACLEAN, JR. REV. TRUST/TRUSTEE OF MACLEAN FAMILY TRUST; TRUSTEE OF LAURA MACLEAN IRREVOCABLE TRUST | — |
| Heide R. Taylor | CO-TRUSTEE OF THE TAYLOR FAMILY REV. TRUST | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113204/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113204/similar
- Related entities: https://search.stillhousedata.com/firm/113204/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113204

---

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.