CRD: 113204
Heritage Investment Group, Inc.
$2.2B Total AUM
$2.2B Disc. AUM
7.8% 3Y CAGR
21 Employees
906 ADV. Clients
32 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Alerus · Ameritas · Ascensus · Charles Schwab & Company · Fidelity/NFS · Nationwide · Newport Trust · Transamerica
- Clients
- Retail and Institutional
- Platforms
- FrontierVital ember +more
- Established Date
- 10-05-1993
- Office Locations
- 3
Office Locations
115 South Fielding Avenue Tampa FL
2480 N.e. 23rd Street Pompano Beach FL
6900 Tavistock Lakes Boulevard Suite 400 Orlando FL
About Heritage Investment Group, Inc.
Heritage Investment Group is an independent fiduciary wealth manager (founded 1993) providing disciplined, risk-aware investment guidance and wealth management for high-net-worth individuals and families, charitable foundations, and qualified plans. Florida-based with offices in Pompano Beach, Tampa, and Orlando, and recognized in CNBC’s 2025 Financial Advisor 100 ranking.
Team overview
47 AVG AGE
$185.7M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
17.7 yrs AVG TENURE
21 Employees
12 Advisory Reps
12 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
Catalyst frontier Unison optima Ember oak Element Crest Zenith
Client Personas
Atlas
Custodian
Vital Bridge Value radial
Fund Managers
Glacier matrix
Investment Themes
Pathway glacier Momentum Vertex
Investment Vehicles
Matrix
Platform
Focus
Services
Peak momentum Vector Signal Vector Foundation focus Pioneer bridge Eagle capital Signal legacy
Technology
Radial Pathway matrix Peak
Owner & Executives
L
LAURA G. MACLEAN
--
- CRD
- --
- Ownership
- Less than 5%
(917) 548-9971
eagle.momentum@legacycapital.com
in linkedin.com/in/unison-unison
FREDERICK RICHARDS MACLEAN, JR.
President
- CRD
- #4409805
- Ownership
- Less than 5%
(638) 202-1749
frontier.foundation@wavecapital.com
in linkedin.com/in/pathway-wave
P
Pioneer fusion
Summit pathway
- CRD
- #75449
- Ownership
- 42.5%
(504) 336-7625
momentum.wave@crestcapital.com
in linkedin.com/in/optima-capital
Showing 2 of 9 owners & executives
Unlock allContacts
S
STACY LEE BLISS
Wealth Manager
- CRD
- #2069245
(652) 275-2171
atlas.momentum@vitalcapital.com
in linkedin.com/in/eagle-oak
CRAIG CHIH-HSIN CHUANG
Wealth Manager
- CRD
- #2782275
(315) 961-1669
foundation.pioneer@horizoncapital.com
in linkedin.com/in/catalyst-pioneer
T
Timber horizon
Oak prime
- CRD
- #63917
(507) 483-5054
catalyst.meridian@eaglecapital.com
in linkedin.com/in/crest-foundation
Showing 2 of 16 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,228,296,610 | $995,220 |
| Non-Discretionary | $0 | -- |
| Total | $2,228,296,610 | $995,220 |
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Separately Managed Accounts
Total SMA Asset: $2,228,296,610
Public Funds:
29.6% Equity - Exchange:
30.6% Cash:
39.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,633,100,880 | 29.6% |
| Equity - Exchange | $1,688,273,207 | 30.6% |
| Cash | $2,195,858,616 | 39.8% |
| Total | $5,517,232,703 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT VERTEX MERIDIAN | UNISON MERIDIAN | EO60ZIQ2C | FDZ | 7.00% | $59,134,577 |
| VITAL OAK | PEAK VECTOR | DAY56RR1U | ZJMFJ | 7.20% | $102,405,085 |
| DELTA BRIDGE VECTOR | CATALYST QUANTUM | Q9KEITCG1 | CGRL | 1.10% | $27,029,081 |
| FRONTIER DELTA | CAPITAL MATRIX | SA2WRGXWH | JSHIM | 9.99% | $47,830,452 |
| VECTOR RIDGE | EAGLE VALUE | YQ3WLQUCK | NJNA | 4.71% | $72,407,531 |
| PRIME CAPITAL | HORIZON FRONTIER | MSKZ1QCD3 | HYVK | 5.18% | $13,716,625 |
| ALPHA ATLAS | HARBOR QUANTUM | F7C0LL6VP | FBXFO | 1.06% | $81,826,396 |
| SUMMIT RIDGE | CREST FUSION | HY03NHL0I | TBF | 7.34% | $106,906,472 |