# HERITAGE FAMILY OFFICES, LLP

HERITAGE FAMILY OFFICES, LLP of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 323930
- Type: SEC-registered investment adviser
- SEC file number: 801-126899
- Location: 9841 E BELL RD, SUITE 110, SCOTTSDALE, AZ, 85260
- Phone: (602) 775-5400
- Latest filing: 2026-03-10
- Regulatory AUM: $423.3M
- Discretionary AUM: $423.3M
- Clients: 13
- Accounts: 1,057

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Ralph Erwin Nelson | GENERAL PARTNER | Phoenix, AZ |
| David Elgin Maxey | GENERAL PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| Michael Brent Frost | GENERAL PARTNER; GENERAL PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| FROST MICHAEL BRENT | GENERAL PARTNER; MANAGING MEMBER | — |
| Nelson Ralph Erwin | GENERAL PARTNER; MANAGING MEMBER | — |
| MAXEY DAVID ELGIN | GENERAL PARTNER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/323930/brochure
- Similar advisers: https://search.stillhousedata.com/firm/323930/similar
- Related entities: https://search.stillhousedata.com/firm/323930/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/323930

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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.