RIA Intel›Advisers›Florida›HERITAGE FINANCIAL ADVISORY, LLC

HERITAGE FINANCIAL ADVISORY, LLC

Advisory

JACKSONVILLE, FL

Data as of Feb 6, 2026 · Source: SEC Form ADV

Rank in FL
#2,008
of 2,610 advisers by AUM
Average account
$194K
across 99 accounts
AUM per adviser
$10M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 6, 2026.

Total AUM
$19M
Discretionary %
100%
Clients
61
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$19M
Discretionary AUM$19M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients61
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, GA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

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

HORIZON WEALTH GROUP, LLC
WINTER PARK, FL
$19M
VALUENGINE CAPITAL MANAGEMENT LLC
MELBOURNE, FL
$19M
DELMAN, GLENN FOSTER
$19M
DUNAMIS CAPITAL CONSULTING, LLC
WELLINGTON, FL
$19M
BLACK DIAMOND WEALTH MANAGEMENT, INC.
TAMPA, FL
$19M
GREGORY ADVISORS, INC.
TAMPA, FL
$19M
-29.6% 1Y

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