# HERITAGE CAPITAL ADVISORS, LLC

HERITAGE CAPITAL ADVISORS, LLC of ST PAUL, MN is an SEC-registered investment adviser.

## Registration

- CRD: 115308
- Type: SEC-registered investment adviser
- SEC file number: 801-60796
- Location: 3900 NORTHWOODS DRIVE, ST PAUL, MN, 55112
- Phone: 612-272-2913
- Latest filing: 2026-01-21
- Regulatory AUM: $88.5M
- Discretionary AUM: $88.5M
- Clients: 5
- Accounts: 97

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| MOLLER SCOTT FRED | CHIEF COMPLIANCE OFFICER; PRINCIPAL; PRINCIPAL AND MANAGING MEMBER | — |
| BARRETT MICHAEL JAMES | PRINCIPAL | — |
| BARRETT MARK SCOTT | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/115308/brochure
- Similar advisers: https://search.stillhousedata.com/firm/115308/similar
- Related entities: https://search.stillhousedata.com/firm/115308/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/115308

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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.