HERITAGE FINANCIAL ADVISORY, LLC

HERITAGE FINANCIAL ADVISORY, LLC of JACKSONVILLE, FL is an SEC-registered investment adviser (CRD 315898). Regulatory assets under management: $19.2M.

Registration

• CRD: 315898
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315898 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search