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UNION HERITAGE CAPITAL

DETROIT, MI · CRD 309768 · IAPD ↗ · unionheritage.com · 313-300-0207

$295.2MRegulatory AUM
1Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
April 2025 — UNION HERITAGE CAPITAL changed its website from unionheritagecapital.com to unionheritage.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
48
April 2025 — UNION HERITAGE CAPITAL moved its main office from BLOOMFIELD HILLS, MI to DETROIT, MI.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
65
April 2025 — UNION HERITAGE CAPITAL reported RAUM up 40% ($200.0M -> $279.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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