CRD: 110420
Heritage Investors Management Corp
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-26-1975
- Office Locations
- 1
Office Locations
About Heritage Investors Management Corp
Heritage Investors is a Bethesda, MD SEC-registered adviser founded in 1975, providing personalized portfolio management plus financial/wealth planning for families and individuals as well as institutional clients. The firm emphasizes asset allocation and risk management, with portfolios largely implemented via ETFs alongside municipal and other fixed income.
Reported data analysis
What the numbers show
Between July 17, 2025 and March 30, 2026, reported AUM increased 10.8%, from $4.2B to $4.6B.
Across 5 reported observations, AUM increased 28.1% between March 30, 2022 and March 30, 2026, from $3.6B to $4.6B.
Of the latest reported AUM, 99.8% is discretionary and 0.2% is non-discretionary.
The firm reports 8 advisory representatives and 762 clients, or 95.3 clients per representative. That equates to $6.1M in reported AUM per client.
The profile lists 1 reported office location and 51 years in operation. The source data was last updated on August 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
MICHAEL STEWART CORNFELD
President, Vice President
- CRD
- #1783964
- Ownership
- 75% or more
Sophia Colas
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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BRIAN MICHAEL CURTIN
Vice President
- CRD
- #5399503
CRAIG L LUKIN
Portfolio Manager
- CRD
- #2033282
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,621,394,995 | $3,156,691 |
| Non-Discretionary | $11,138,446 | $11,138,446 |
| Total | $4,632,533,441 | $3,162,139 |
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Separately Managed Accounts
SMA allocation detail is available
Heritage Investors Management Corp has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Heritage Investors Management Corp's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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