# HERITAGE WEALTH ADVISORS

HERITAGE WEALTH ADVISORS of CINCINNATI, OH is an SEC-registered investment adviser.

## Registration

- CRD: 312545
- Type: SEC-registered investment adviser
- SEC file number: 801-121624
- Location: 9110 MONTGOMERY RD., CINCINNATI, OH, 45242
- Phone: 513-440-5475
- Latest filing: 2026-08-03
- Regulatory AUM: $604.7M
- Discretionary AUM: $503.7M
- Non-discretionary AUM: $100.9M
- Clients: 6
- Accounts: 935

## Business model

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

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Tanya Michelle Olvera | CHIEF COMPLIANCE OFFICER | — |
| David Kent Holwadel | PRESIDENT | — |
| Lindsey Crocker Meredith | FINANCIAL ADVISOR | — |
| Jeffrey P Thompson | FINANCIAL ADVISOR | — |
| OLVERA TANYA MICHELLE | CHIEF COMPLIANCE OFFICER | — |
| HOLWADEL DAVID KENT | PRESIDENT | — |
| HIGGINS ROSEANN | CCO | — |
| MEREDITH LINDSEY CROCKER | FINANCIAL ADVISOR | — |
| THOMPSON JEFFREY P | FINANCIAL ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312545/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312545/similar
- Related entities: https://search.stillhousedata.com/firm/312545/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312545

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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.