$306.6M Total AUM
$294.2M Disc. AUM
-- 3Y CAGR
5 Employees
394 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-06-2007
- Office Locations
- 1
Office Locations
-- Houston TX
About Heritage Asset Advisors Ltd., LLP
Heritage Asset Advisors Ltd., LLP is a Houston, Texas–based advisory firm providing unbiased, goal-focused guidance and portfolio construction. The practice emphasizes asset allocation using public funds, including ETFs and mutual funds, and serves both retail and institutional relationships. Custody is handled through Charles Schwab & Co.
Team overview
-- AVG AGE
$76.6M AVG AUM / ADVISOR
$778.2K AVG AUM / CLIENT
18.1 yrs AVG TENURE
5 Employees
4 Advisory Reps
0 RIA Reps
18yrs Firm Age
Insights
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Custodian
Matrix atlas
Investment Themes
Vector radial
Investment Vehicles
Quantum Catalyst matrix
Services
Prime focus
Owner & Executives
A
ANNE ELIZABETH SHINN
Chief Compliance Officer, VICE PRESIDENT
- CRD
- --
- Ownership
- 25% but less than 50%
(743) 631-7133
legacy.delta@vitalcapital.com
in linkedin.com/in/ember-pioneer
P
PATRICK F SHINN
Owner, PARTNER, President
- CRD
- #2442305
- Ownership
- 25% but less than 50%
(420) 649-2852
signal.prime@elementcapital.com
in linkedin.com/in/value-alpha
B
Bridge element
Oak alpha
- CRD
- #59026
- Ownership
- 45.5%
(760) 625-9041
capital.catalyst@embercapital.com
in linkedin.com/in/optima-ember
Showing 2 of 4 owners & executives
Unlock allContacts
A
AMY WOOD GARZA
Managing Partner
- CRD
- #3207556
(405) 290-4728
beacon.timber@beaconcapital.com
in linkedin.com/in/optima-capital
Showing 1 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $294,172,909 | $417,267 |
| Non-Discretionary | $12,420,775 | $230,014 |
| Total | $306,593,684 | $403,944 |
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Separately Managed Accounts
Total SMA Asset: $306,593,684
Public Funds:
12.3% U.S. Government/Agency:
32.3% Equity - Exchange:
20.4% Cash:
35.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $320,913,529 | 12.3% |
| U.S. Government/Agency | $842,724,146 | 32.3% |
| Equity - Exchange | $532,246,829 | 20.4% |
| Cash | $913,168,580 | 35.0% |
| Total | $2,609,053,084 | 100.0% |