HERITAGE CAPITAL MANAGEMENT LLC
CRD #111848 SEC #801-56148 RICHMOND, VA 804-272-1777
SEC Registered
Total AUM
$44.9M
Discretionary
$44.9M
Employees
5
Clients
10
Accounts
52
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 11, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DONALDSON, JAMES, ANDREW | I | CHIEF ACCOUNTING OFFICER | NA | Control |
| DONALDSON, JAMES, ANDREW | I | CHIEF ACCOUNTING OFFICER | NA | Control |
| HUSS, GEORGE, ALEXANDER | I | CHIEF INVESTMENT OFFICER | D | Control |
| HUSS, GEORGE, ALEXANDER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| HUSS, GEORGE, ALEXANDER | I | CHIEF INVESTMENT OFFICER | D | Control |
| HUSS, GEORGE, ALEXANDER | I | CHIEF COMPLIANCE OFFICER | D | Control |
| HUSS, PHILIP, AUGUST | I | CHIEF EXECUTIVE OFFICER | D | Control |
| HUSS, PHILIP, AUGUST | I | CHIEF EXECUTIVE OFFICER | D | Control |
| HUSS, GEORGE, ALEXANDER | I | CHIEF INVESTMENT OFFICER | C | Control |
| HUSS, GEORGE, ALEXANDER | I | CHIEF COMPLIANCE OFFICER | C | Control |
| HUSS, GEORGE, ALEXANDER | I | CHIEF INVESTMENT OFFICER | C | Control |
| HUSS, GEORGE, ALEXANDER | I | CHIEF COMPLIANCE OFFICER | C | Control |
| HUSS, GEORGE, ALEXANDER | I | CHIEF INVESTMENT OFFICER | C | Control |
| HUSS, GEORGE, ALEXANDER | I | CHIEF COMPLIANCE OFFICER | C | Control |
| HUSS, GEORGE, ALEXANDER | I | CHIEF INVESTMENT OFFICER | C | Control |
| HUSS, PHILIP, AUGUST | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HUSS, PHILIP, AUGUST | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HUSS, PHILIP, AUGUST | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HUSS, PHILIP, AUGUST | I | CHIEF EXECUTIVE OFFICER | C | Control |
| DONALDSON, JAMES, ANDREW | I | CHIEF ACCOUNTING OFFICER | B | Control |
| DONALDSON, JAMES, ANDREW | I | CHIEF ACCOUNTING OFFICER | B | Control |
| DONALDSON, JAMES, ANDREW | I | CHIEF ACCOUNTING OFFICER | B | Control |
| DONALDSON, JAMES, ANDREW | I | CHIEF ACCOUNTING OFFICER | B | Control |
Registrations
Federal
IA
Oct 11, 2005 REGISTERED
Notice Filings (1)
VA
Address
9211 FOREST HILL AVE STE 105RICHMOND, VA 23235
USA
Phone: 804-272-1777