CRD: 117498
Heritage Capital Management, Inc.
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- FusionVital delta +more
- Established Date
- 01-28-2002
- Office Locations
- 1
Office Locations
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
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DEAN STEPHEN MAILHES
Advisor, MANAGING DIRECTOR, President
- CRD
- #3260678
- Ownership
- 75% or more
JUSTIN WRAY MAILHES
Chief Compliance Officer, Investment Advisor
- CRD
- #6625553
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MICHAEL VAUGHN ANTLEY
Relationship Manager
- CRD
- #4128449
Showing 1 of 3 contacts
Unlock allAssets Under Management
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
| 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% |