Heritage Capital Partners, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Heritage Capital Partners provides investment advisory and portfolio management services mainly for individual clients and also works with charitable organizations and corporate or business clients, a client mix that the brochure highlights as less common for similar independent firms. The firm reports managing roughly $78 million in discretionary assets for a small base of about 28 client relationships.
Heritage delivers discretionary portfolio management and states it tailors its services and adjusts core strategies to meet specific client needs. The brochure indicates the firm may employ derivatives within separately managed accounts as part of its implementation approach.
Compared with peers, Heritage’s combination of a concentrated client base that includes charities and business entities and its documented use of derivatives in SMAs is distinctive among solo independent advisers. The firm also notes it does not participate in wrap programs and emphasizes individualized, case-by-case adjustments to client strategies.
Client services
Fee options
Account minimum: /No minimum stated in brochure/
Main office
4500 Cameron Valley Parkway, Suite 245
Charlotte NC 28211
Advisors at this office
1
Most active in
North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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