CRD: 110420
Heritage Investors Management Corp
$4.6B Total AUM
$4.6B Disc. AUM
-- 3Y CAGR
22 Employees
762 ADV. Clients
51 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-26-1975
- Office Locations
- 1
Office Locations
7101 Wisconsin Avenue Suite 950 Bethesda MD
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.
Team overview
48 AVG AGE
$579.1M AVG AUM / ADVISOR
$6.1M AVG AUM / CLIENT
13.4 yrs AVG TENURE
22 Employees
8 Advisory Reps
8 RIA Reps
51yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
MICHAEL STEWART CORNFELD
President, Vice President
- CRD
- #1783964
- Ownership
- 75% or more
Available
Available
Available
S
Sophia Colas
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 7 owners & executives
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B
BRIAN MICHAEL CURTIN
Vice President
- CRD
- #5399503
Available
Available
Available
CRAIG L LUKIN
Portfolio Manager
- CRD
- #2033282
Available
Available
Available
Showing 2 of 11 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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