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HERITAGE CAPITAL, LLC

WOODBRIDGE, CT · CRD 127650 · IAPD ↗ · investfortomorrow.com · 203-389-3553

$146.9MRegulatory AUM
3Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2025 — HERITAGE CAPITAL, LLC (WOODBRIDGE, CT) is newly SEC-registered with $128.9M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.