← Directory
HERITAGE FINANCIAL ADVISORS, LLC
CRD 154955File 801-110101
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$188.0M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $188.0M
Clients
220
502 accounts
Employees
1
Bottom 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 8, 2017
- Principal office
- 103 NORTH RIVER ROAD, SUITE A, WATERVILLE, OH, 43566
- Phone
- 419-887-5887
- Website
- HTTPS://WWW.HERITAGEFA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $188.0M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $188.0M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 502
- Total accounts
- 502
- AUM per client
- $855K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $57.5M |
| High net worth individuals | 35 | $84.8M |
| Individuals (other than high net worth individuals) | 185 | $45.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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.