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Heritage Capital Management, Inc.

Heritage Capital Management, Inc.. CRD 117498

Heritage Capital Management, Inc. logo

CRD: 117498

Heritage Capital Management, Inc.

Monroe, LA, 71201
3186923159
$61.4M Total AUM
$54.7M Disc. AUM
-- 3Y CAGR
3 Employees
571 ADV. Clients
24 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
FusionVital delta +more
Established Date
01-28-2002
Office Locations
1

Office Locations

1609 Stubbs AVE Monroe LA

About Heritage Capital Management, Inc.

Heritage Capital Group advises middle-market business owners on raising capital, acquisitions, and selling companies/exit planning. With 48+ years of transaction experience, the team supports valuation, timing, and negotiation to help clients maximize deal outcomes. As a member of Oaklins, it can tap a global middle-market network to close deals worldwide.

Team overview

50 AVG AGE
$30.7M AVG AUM / ADVISOR
$107.6K AVG AUM / CLIENT
13.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
3 RIA Reps
24yrs Firm Age

Insights

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Asset Classes

Radial Optima Wave quantum Momentum focus Momentum prime

Client Personas

Frontier

CRM

Beacon harbor

Custodian

Glacier Crest quantum Ridge Eagle element Fusion Unison pathway Element Summit

Investment Themes

Unison vector Element legacy Horizon atlas

Investment Vehicles

Eagle catalyst

Services

Unison Ember delta Vital Momentum Delta wave Atlas vector

Technology

North Vector capital Focus

Owner & Executives

DEAN STEPHEN MAILHES

DEAN STEPHEN MAILHES

Advisor, MANAGING DIRECTOR, President

CRD
#3260678
Ownership
75% or more
(622) 413-6288
north.signal@quantumcapital.com
in linkedin.com/in/timber-peak
JUSTIN WRAY MAILHES

JUSTIN WRAY MAILHES

Chief Compliance Officer, Investment Advisor

CRD
#6625553
Ownership
Less than 5%
(491) 575-8645
beacon.vector@primecapital.com
in linkedin.com/in/value-oak

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Contacts

MICHAEL VAUGHN ANTLEY

MICHAEL VAUGHN ANTLEY

Relationship Manager

CRD
#4128449
(842) 550-3039
legacy.timber@radialcapital.com
in linkedin.com/in/capital-bridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $54,690,641 --
Non-Discretionary $6,720,904 --
Total $61,411,545 --

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Separately Managed Accounts

Total SMA Asset: $61,411,545

$61.4M Total SMA
Public Funds:
19.5%
Cash:
47.9%
Equity - Exchange:
32.6%
Asset class Assets Assets %
Public Funds $1,587,026,945 19.5%
Cash $3,898,389,266 47.9%
Equity - Exchange $2,653,183,509 32.6%
Total $8,138,599,720 100.0%

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