# Heritage Capital Partners,inc.

> Heritage Capital Partners,inc. is a state-registered investment advisory firm in Charlotte, NC, registered since 2002, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 16, 2026.

- CRD: 120748
- Filed as: HERITAGE CAPITAL PARTNERS,INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/120748
- AdvisorCensus page: https://advisorcensus.com/firm/heritage-capital-partners-inc-charlotte-nc-120748

## Quick answers

**How is Heritage Capital Partners,inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Heritage Capital Partners,inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Heritage Capital Partners,inc. located?**
Heritage Capital Partners,inc.'s principal office is in Charlotte, NC, according to its Form ADV.

**Is Heritage Capital Partners,inc. registered with the SEC or a state?**
Heritage Capital Partners,inc. is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 120748.

**How much does Heritage Capital Partners,inc. manage?**
Heritage Capital Partners,inc. reports $78,483,384 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (100% discretionary).

**What types of clients does Heritage Capital Partners,inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (22); individuals (other than high net worth individuals) (6).

**Does Heritage Capital Partners,inc. 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/120748

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $78,483,384
- Discretionary: $78,483,384
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $2,205,027 |
| High net worth individuals | 22 | $74,114,538 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | Fewer than 5 | $315,810 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | $1,848,009 |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2002 (24 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Heritage Capital Partners,inc. (CRD 120748): Form ADV filing data as of October 2026.