$88.5M Total AUM
$88.5M Disc. AUM
-- 3Y CAGR
5 Employees
43 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-10-2017
- Office Locations
- 1
Office Locations
3900 Northwoods Drive Suite 315 ST Paul MN
About Heritage Capital Advisors, LLC
Heritage Capital Advisors is a family-run, full-service wealth management firm serving multigenerational individuals and families, including business owners and young professionals. The team provides investment management alongside retirement, estate, and risk planning, with an education-first consultative approach. Portfolios commonly use ETFs and public funds, and the firm custodies with Charles Schwab.
Team overview
-- AVG AGE
$88.5M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
8.8 yrs AVG TENURE
5 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
Available
Owner & Executives
S
SCOTT FRED MOLLER
Chief Financial Officer, Managing Member, PRINCIPAL
- CRD
- #4486727
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,480,034 | $767,188 |
| Non-Discretionary | $0 | -- |
| Total | $88,480,034 | $767,188 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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