HERITAGE CAPITAL PARTNERS,INC.

HERITAGE CAPITAL PARTNERS,INC. of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 120748). Regulatory assets under management: $78.5M.

Registration

• CRD: 120748
• SEC file number: 801-69888
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 120748 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search