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- Custodian
- Raymond James
- Clients
- Retail
- Platforms
- Beacon radialFoundation wave
- Established Date
- 07-15-2021
- Office Locations
- 1
Office Locations
About Heritage Wealth Advisors
Heritage Wealth Advisors is a Cincinnati-based advisory firm providing ongoing, team-based holistic financial planning and investment management focused on helping clients get organized, gain confidence, and act proactively. The firm supports legacy/estate and charitable planning and business succession, with a client tilt toward entrepreneurs. Portfolios emphasize asset allocation with significant ETF use alongside mutual funds and fixed income, and are custodied through Raymond James.
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Owner & Executives
DAVID KENT HOLWADEL
President, Senior Financial Advisor
- CRD
- #3031360
- Ownership
- 75% or more
LINDSEY CROCKER MEREDITH
Financial Advisor, Partner
- CRD
- #6566737
- Ownership
- 5% but less than 10%
Eagle legacy
Horizon delta crest
- CRD
- #30809
- Ownership
- 29.8%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $503,748,553 | $628,900 |
| Non-Discretionary | $100,935,289 | $753,248 |
| Total | $604,683,842 | $646,721 |
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Separately Managed Accounts
Total SMA Asset: $604,683,842
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,030,526,416 | 29.5% |
| Public Funds | $2,519,229,383 | 36.6% |
| Cash | $1,259,614,692 | 18.3% |
| U.S. Government/Agency | $1,073,769,901 | 15.6% |
| Total | $6,883,140,392 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY OPTIMA | BEACON TIMBER | DQYO55RLX | DHY | 12.32% | $47,708,529 |
| OAK TIMBER | MATRIX SUMMIT | VWAC5Q91U | RRMT | 3.35% | $38,186,477 |
| FRONTIER EMBER | ZENITH LEGACY | ZSPQVLJR5 | OCLFN | 9.05% | $93,039,439 |
| PIONEER PEAK SUMMIT | VERTEX RIDGE | 1WF0SH1OW | VGZAZ | 10.48% | $95,801,569 |
| MATRIX SIGNAL ATLAS | RIDGE CATALYST | QSEH602G2 | EBFKJ | 1.02% | $2,876,456 |
| PEAK FOUNDATION ALPHA | QUANTUM HORIZON | YWYMEZFCT | JWQF | 10.12% | $6,794,200 |
| NORTH QUANTUM | DELTA VECTOR | DIUGM25VN | JITRU | 8.21% | $89,504,974 |
| OPTIMA MOMENTUM | OPTIMA LEGACY | HXWDKYIWB | XRHPC | 2.43% | $88,463,856 |