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- Custodian
- Axos · Jefferson National Securities
- Clients
- Retail and Institutional
- Platforms
- Delta legacyValue +more
- Established Date
- 01-06-2004
- Office Locations
- 3
Office Locations
About Heritage Capital, LLC
Heritage Capital, LLC is a Connecticut-based, fee-only fiduciary advisor focused on helping clients thrive in retirement. The firm pairs financial planning with active portfolio management and defensive positioning to manage risk and volatility as markets change. Clients work directly with the money manager—not a representative—and can start with a complimentary consultation and asset-allocation guidance.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
PAUL BRIAN SCHATZ
Chief Compliance Officer, Chief Investment Officer, Managing Member, President, Registered Representative
- CRD
- #2241878
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
CHRISTOPHER TODD ANGLE
Investment Advisor Representative
- CRD
- #3149166
RONALD ROBERT MILONE
Advisor
- CRD
- #4200818
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,923,516 | $1,072,434 |
| Non-Discretionary | $0 | -- |
| Total | $146,923,516 | $1,072,434 |
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Separately Managed Accounts
Total SMA Asset: $146,923,516
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $366,821,775 | 35.3% |
| Public Funds | $86,249,879 | 8.3% |
| Cash | $141,325,103 | 13.6% |
| Corporate - Investment Grade | $367,860,931 | 35.4% |
| Municipal Bonds | $76,897,483 | 7.4% |
| Total | $1,039,155,171 | 100.0% |