# Heritage House Asset Management

> Heritage House Asset Management is a state-registered investment advisory firm in Boston, MA, registered since 1995, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 125868
- Filed as: HERITAGE HOUSE ASSET MANAGEMENT
- Legal name: Aquilino Michael Domenic
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125868
- AdvisorCensus page: https://advisorcensus.com/firm/heritage-house-asset-management-boston-ma-125868

## Quick answers

**How is Heritage House Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Heritage House Asset Management reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Heritage House Asset Management located?**
Heritage House Asset Management's principal office is in Boston, MA, according to its Form ADV.

**Is Heritage House Asset Management registered with the SEC or a state?**
Heritage House Asset Management is a state-registered investment advisory firm, registered since 1995. Status as filed: APPROVED. CRD 125868.

**How much does Heritage House Asset Management manage?**
Heritage House Asset Management reports $72,920,640 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Heritage House Asset Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (55).

**Does Heritage House Asset Management 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/125868

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $72,920,640
- Discretionary: $72,920,640
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
| High net worth individuals | 55 | $72,920,640 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

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

### Firm details
- Registered since: 1995 (31 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Heritage House Asset Management (CRD 125868): Form ADV filing data as of October 2026.