HERITAGE INVESTORS MANAGEMENT CORP

CRD 110420File 801-10612

APPROVED

Retail clients

Custody

Filing as of Aug 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$4.63B

Top 25% of cohort (national)

Discretionary AUM

$4.62B

Non-discretionary $11.1M

Clients

762

1,465 accounts

Employees

Top 25% of cohort in MD

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Feb 26, 1975
Principal office: 7101 WISCONSIN AVENUE, SUITE 950, BETHESDA, MD, 20814-4878
Phone: 301-951-0440
Website: https://www.linkedin.com/company/heritage-investors-management

Assets & accounts

ADV Item 5F

Total regulatory AUM: $4.63B
Discretionary AUM: $4.62B
Non-discretionary AUM: $11.1M
Discretionary accounts: 1,464
Non-discretionary accounts: 1
Total accounts: 1,465
AUM per client: $6.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	34	$183.6M
Charitable organizations	33	$316.0M
High net worth individuals	585	$3.96B
Pension and profit sharing plans	13	$112.9M
Individuals (other than high net worth individuals)	97	$63.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.