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APIS & HERITAGE CAPITAL PARTNERS, LLC

WASHINGTON, DC · CRD 315195 · IAPD ↗ · apisheritage.com · 202-599-7890

$231.1MRegulatory AUM
7Advisory reps
10Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

52
April 2026 — APIS & HERITAGE CAPITAL PARTNERS, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
80
December 2025 — APIS & HERITAGE CAPITAL PARTNERS, LLC (WASHINGTON, DC) is newly SEC-registered with $232.9M RAUM and 5 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.