Heritage Capital Advisors, LLC

Overview

Heritage Capital Advisors, LLC is an independent, Minnesota-based advisory firm organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and serves an individual and family client base. Compensation is primarily a percentage of assets under management with the option of fixed fees. Heritage identifies as a non-ESG investor and is not structured as a multi-state adviser or a capital allocator. The firm lists an accountant among its industry affiliations and does not identify as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices