# HERITAGE FINANCIAL ADVISORY, LLC

HERITAGE FINANCIAL ADVISORY, LLC of JACKSONVILLE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 315898
- Type: SEC-registered investment adviser
- Location: 10199 SOUTHSIDE BLVD, JACKSONVILLE, FL, 32256
- Phone: 904-528-7777
- Latest filing: 2026-02-06
- Regulatory AUM: $19.2M
- Discretionary AUM: $19.2M
- Clients: 2
- Accounts: 99

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/315898/brochure
- Similar advisers: https://search.stillhousedata.com/firm/315898/similar
- Related entities: https://search.stillhousedata.com/firm/315898/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/315898

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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.