# Heinz Investments

> Heinz Investments is a state-registered investment advisory firm in Atlanta, GA, registered since 2003, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 127460
- Filed as: HEINZ INVESTMENTS
- Legal name: Heinz & Associates, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/127460
- AdvisorCensus page: https://advisorcensus.com/firm/heinz-investments-atlanta-ga-127460

## Quick answers

**How is Heinz Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Heinz Investments reports these compensation arrangements: a percentage of assets under its management; hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Heinz Investments located?**
Heinz Investments' principal office is in Atlanta, GA, according to its Form ADV.

**Is Heinz Investments registered with the SEC or a state?**
Heinz Investments is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 127460.

**How much does Heinz Investments manage?**
Heinz Investments reports $96,823,080 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Heinz Investments serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (53); individuals (other than high net worth individuals) (15).

**Does Heinz Investments report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/127460

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $96,823,080
- Discretionary: $96,823,080
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $2,306,688 |
| High net worth individuals | 53 | $94,050,006 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $466,385 |
| Corporations or other businesses not listed above | Fewer than 5 | $1 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2003 (22 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [heinzinvestments.com](https://heinzinvestments.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Heinz Investments (CRD 127460): Form ADV filing data as of October 2026.