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Heritage Retirement Advisors, LLC

Heritage Retirement Advisors, LLC. CRD 165191

Heritage Retirement Advisors, LLC logo

CRD: 165191

Heritage Retirement Advisors, LLC

Colleyville, TX, 76034
8175030100
www.heritage-retirement.com
$351.1M Total AUM
$351.1M Disc. AUM
25.6% 3Y CAGR
3 Employees
345 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Prudential · Raymond James
Clients
Retail and Institutional
Platforms
Eagle
Established Date
10-04-2012
Office Locations
1

Office Locations

607 Cheek Sparger Road Suite 150 Colleyville TX

About Heritage Retirement Advisors, LLC

Heritage Retirement Advisors, LLC is a Colleyville, TX RIA focused on helping individuals and business owners plan for retirement, invest smarter, and stay on track. The firm provides financial planning and asset management spanning portfolio construction, tax/estate and insurance/annuity planning, using ETFs, mutual funds, and fixed income. Custodies with Schwab and uses Tamarac; team emphasizes trust, transparency, and teamwork.

Team overview

59 AVG AGE
$117.0M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
9.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
13yrs Firm Age

Insights

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Accredited Investors

Oak

Asset Classes

Momentum prime Vertex beacon Fusion Vertex

Client Personas

Unison Signal vertex

Custodian

Vital momentum Summit meridian Ridge Foundation

Investment Themes

Glacier Eagle Focus atlas

Investment Vehicles

North beacon

Platform

Fusion meridian Element

Services

Meridian capital Matrix oak Fusion Crest Timber catalyst Catalyst Beacon Pathway Oak legacy Ridge Bridge ridge Vertex

Technology

Vital horizon

Owner & Executives

GREGORY LYNN HUTTO

GREGORY LYNN HUTTO

Advisor, Chief Compliance Officer, President

CRD
#2742911
Ownership
75% or more
(821) 388-4209
oak.pathway@matrixcapital.com
in linkedin.com/in/focus-prime

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Contacts

T

THOMAS WESLEY HOLLOWAY

Certified Financial Planner

CRD
#5975694
(571) 429-7593
vertex.oak@insightcapital.com
in linkedin.com/in/summit-pioneer
Carson Elwood Perkins

Carson Elwood Perkins

--

CRD
#7625261
(917) 729-5033
bridge.oak@valuecapital.com
in linkedin.com/in/vertex-capital

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
03-29-2023
03-27-2024
05-27-2025
03-08-2026
Category Assets AVG. Account size
Discretionary $351,068,792 $1,005,928
Non-Discretionary $0 --
Total $351,068,792 $1,005,928

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Separately Managed Accounts

Total SMA Asset: $351,068,792

$351.1M Total SMA
Equity - Exchange:
15.9%
Cash:
12.2%
Equity - OTC:
15.4%
Other:
9.7%
U.S. Government/Agency:
18.1%
Corporate - Investment Grade:
13.8%
Corporate - Non-Investment Grade:
9.8%
Other:
5.1%
Asset class Assets Assets %
Equity - Exchange $210,543,498 15.9%
Cash $161,549,099 12.2%
Equity - OTC $203,922,634 15.4%
Other $128,444,776 9.7%
U.S. Government/Agency $239,675,303 18.1%
Corporate - Investment Grade $182,735,866 13.8%
Corporate - Non-Investment Grade $129,768,949 9.8%
Other $67,532,820 5.1%
Total $1,324,172,945 100.0%

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