# HERITAGE CAPITAL PARTNERS,INC.

HERITAGE CAPITAL PARTNERS,INC. of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 120748
- Type: SEC-registered investment adviser
- SEC file number: 801-69888
- Location: 4500 CAMERON VALLEY PARKWAY, CHARLOTTE, NC, 28211
- Phone: 704-622-0952
- Latest filing: 2026-01-15
- Regulatory AUM: $78.5M
- Discretionary AUM: $78.5M
- Clients: 1
- Accounts: 31

## Business model

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

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Gregory Randolph | CHIEF COMPLIANCE OFFICER; PRESIDENT & CEO | Boston, MA |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/120748/brochure
- Similar advisers: https://search.stillhousedata.com/firm/120748/similar
- Related entities: https://search.stillhousedata.com/firm/120748/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/120748

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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.