RIA Intel›Advisers›Arkansas›HERITAGE ASSET MANAGERS, INC.

HERITAGE ASSET MANAGERS, INC.

Advisory

AR

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in AR

#78

of 92 advisers by AUM

Average account

$897K

across 93 accounts

AUM per adviser

$28M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$83M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$83M

Discretionary AUM$31M

Non-Discretionary AUM$52M

Discretionary %37.3%

Total Clients32

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InAR, LA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

32 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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