# HERITAGE ASSET ADVISORS LTD., LLP

HERITAGE ASSET ADVISORS LTD., LLP of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 144125
- Type: SEC-registered investment adviser
- SEC file number: 801-67956
- Location: 1155 DAIRY ASHFORD, SUITE 120, HOUSTON, TX, 77079
- Phone: 281.966.3370
- Latest filing: 2026-03-30
- Regulatory AUM: $306.6M
- Discretionary AUM: $294.2M
- Non-discretionary AUM: $12.4M
- Clients: 5
- Accounts: 759

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Anne Elizabeth Shinn | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Katie Elizabeth Tennent | PARTNER | — |
| Laura Anne Smith | PARTNER | — |
| Patrick F Shinn | PRESIDENT AND PARTNER | — |
| SHINN ANNE ELIZABETH | CHIEF COMPLIANCE OFFICER AND PARTNER; PARTNER; PRESIDENT (+1 more) | — |
| TENNENT KATIE ELIZABETH | PARTNER | — |
| SHINN LAURA ANNE | PARTNER | — |
| SHINN PATRICK F | PRESIDENT AND PARTNER | — |
| SMITH LAURA ANNE | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/144125/brochure
- Similar advisers: https://search.stillhousedata.com/firm/144125/similar
- Related entities: https://search.stillhousedata.com/firm/144125/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/144125

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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.