# HERITAGE ASSET ADVISORS, LLC

HERITAGE ASSET ADVISORS, LLC of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 119154
- Type: SEC-registered investment adviser
- SEC file number: 801-62593
- Location: 3333 PEACHTREE RD., NE, SUITE 150, ATLANTA, GA, 30326
- Phone: 404-467-0588
- Latest filing: 2006-03-31
- Regulatory AUM: $532.0M
- Discretionary AUM: $498.6M
- Non-discretionary AUM: $33.4M
- Clients: 11
- Accounts: 863

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Macdonald Sean | MANAGING DIRECTOR OF INVESTMENT MANAGEMENT; MANAGING DIRECTOR OF INVESTMENT MANAGEMENT/BRANCH MANAGER | — |
| VISCO RALPH WEAKLEY | CCO, SHROP, CROP, MUNI PRINCIPAL; CCO, SROP, CROP, MUNI PRINCIPAL; SROP, CROP, MUNI PRINCIPAL | — |
| GRACE JAMES WESLEY | CHIEF FINANCIAL OFFICER/SECRETARY/TREASURER; REGISTERED PRINCIPAL | — |
| WILLIAMS SHARON DONNELL | COMPLIANCE ASSISTANT / PRINCIPAL; COMPLIANCE MANAGER; COMPLIANCE OFFICER | — |
| NYGAARD BRIAN LEE | PRESIDENT/CEO | — |
| MAYFIELD LORI DUNN | CFO/FINOP | — |
| POSADA PATRICIA JEAN | CCO, SROP, CROP, MUNI PRINCIPAL, AML OFFICER; CHIEF COMPLIANCE OFFICER - PRINCIPAL | — |
| WINTERS JAMES FRANCIS III | CHIEF FINANCIAL OFFICER - FINOP | — |
| BRENNER HENRY LESTER | CHIEF FINANCIAL OFFICER - FINOP; FINANCIAL & OPERATIONS PRINCIPAL; PRESIDENT/MUNICIPAL PRINCIPAL | — |
| BROOKS ROBERT BLANE | CEO; PRESIDENT | — |
| THOMAS JOSEPH ALLISON JR | CEO; REGISTERED PRINCIPAL; REGISTERED PRINCIPAL/AML COMPLIANCE OFFICER | — |
| RAY JOHN FRANKLIN | CO-CHAIR; PRESIDENT / CEO; PRESIDENT/CEO | — |
| WILLAMS SHARON DONNELL | COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/119154/brochure
- Similar advisers: https://search.stillhousedata.com/firm/119154/similar
- Related entities: https://search.stillhousedata.com/firm/119154/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/119154

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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.