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HERITAGE ASSET ADVISORS LTD., LLP
CRD 144125File 801-67956
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$306.6M
Below cohort median (national)
Discretionary AUM
$294.2M
Non-discretionary $12.4M
Clients
391
759 accounts
Employees
5
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 6, 2007
- Principal office
- Not reported
- Phone
- 281.966.3370
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $306.6M
- Discretionary AUM
- $294.2M
- Non-discretionary AUM
- $12.4M
- Discretionary accounts
- 705
- Non-discretionary accounts
- 54
- Total accounts
- 759
- AUM per client
- $784K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.1M |
| High net worth individuals | 93 | $222.6M |
| Individuals (other than high net worth individuals) | 298 | $82.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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 11This 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.