RIA Intel›Advisers›Louisiana›HERITAGE CAPITAL MANAGEMENT, INC.

HERITAGE CAPITAL MANAGEMENT, INC.

Advisory

MONROE, LA

Data as of Feb 12, 2026 · Source: SEC Form ADV

Rank in LA
#122
of 142 advisers by AUM
Average account
$215K
across 285 accounts
AUM per adviser
$31M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM
$61M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$61M
Discretionary AUM$55M
Non-Discretionary AUM$7M
Discretionary %89.1%
Total Clients285
Team
Total Employees3
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InLA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in LA

Closest by assets under management. All figures from Form ADV.

ARGENT INVESTMENT SERVICES
RUSTON, LA
$61M
+76.1% 1Y
MARLIN INVESTMENTS LLC
SULPHUR, LA
$61M
+1.7% 1Y
B F ANDERSON & CO. INC.
BATON ROUGE, LA
$63M
-32.9% 1Y
A-V CAPITAL MANAGEMENT, LLC
METAIRIE, LA
$59M
-6.3% 1Y
FAMILY OFFICE OF THE SOUTH, INC.
NEW ORLEANS, LA
$59M
VERMILION ASSET MANAGEMENT, LLC
LAFAYETTE, LA
$64M
-3.4% 1Y

Get the full picture on HERITAGE CAPITAL MANAGEMENT, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track HERITAGE CAPITAL MANAGEMENT, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans