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- Custodian
- Capital Bank ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-17-2016
- Office Locations
- 1
Office Locations
About Heritage Financial LLC
Heritage Financial is a Gainesville, VA-based registered investment advisory firm serving families and individuals across Northern Virginia, Washington, D.C., and nationwide. The team provides fiduciary financial planning and ongoing investment management for goals such as growing-family planning and retirement. Portfolios commonly use diversified public funds and ETFs. The firm highlights 2025 industry recognition, including Washingtonian Top Financial Advisor.
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Owner & Executives
DAVID KALANI MORTON
Chief Executive Officer, PRINCIPAL, Wealth Advisor
- CRD
- #4912079
- Ownership
- 50% but less than 75%
ELIZABETH LANNON CLARK
Chief Compliance Officer, Chief Operations Officer, PRINCIPAL
- CRD
- #4993390
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Yahia Albaghdadi
--
- CRD
- #8054624
AARON WAYNE CLARKE
Wealth Advisor
- CRD
- #6358237
Crest vital
Quantum crest
- CRD
- #61598
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $364,796,282 | $266,469 |
| Non-Discretionary | $43,180,381 | $312,901 |
| Total | $407,976,663 | $270,721 |
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Separately Managed Accounts
Total SMA Asset: $407,976,663
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,069,404,710 | 25.9% |
| Equity - Exchange | $2,045,434,771 | 25.6% |
| Cash | $1,374,276,487 | 17.2% |
| Other | $2,021,464,832 | 25.3% |
| U.S. Government/Agency | $479,398,774 | 6.0% |
| Total | $7,989,979,574 | 100.0% |