HERITAGE CAPITAL MANAGEMENT, INC.

HERITAGE CAPITAL MANAGEMENT, INC. of MONROE, LA is an SEC-registered investment adviser (CRD 117498). Regulatory assets under management: $61.4M.

Registration

• CRD: 117498
• Type: Registered investment adviser
• Location: 1609 STUBBS AVE, MONROE, LA, 71201
• Phone: (318) 692-3159
• Latest filing: 2026-02-12
• Regulatory AUM: $61.4M
• Discretionary AUM: $54.7M
• Non-discretionary AUM: $6.7M
• Clients: 3
• Accounts: 285

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117498 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search