# HERITAGE CAPITAL ADVISORS, LLC

HERITAGE CAPITAL ADVISORS, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 310306
- Type: SEC-registered investment adviser
- SEC file number: 801-119452
- Phone: 303-670-9761
- Latest filing: 2026-03-13
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.3B
- Clients: 1
- Accounts: 11

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| David Donald Moenning | PRESIDENT, CCO | — |
| MOENNING DAVID DONALD | PRESIDENT, CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310306/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310306/similar
- Related entities: https://search.stillhousedata.com/firm/310306/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310306

---

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.