RIA Intelligence

UNION HERITAGE CAPITAL

CRD #309768 SEC #801-119126 DETROIT, MI 313-300-0207
SEC Registered
Total AUM
$279.8M
Discretionary
$279.8M
Employees
2
Clients
--
Accounts
3

Firm Details

Organization Type
Limited Liability Company
State of Formation
Michigan
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 4, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SCOTT BATTS, DAWN, LARICEICEO AND CCOE Control
SCOTT BATTS, DAWN, LARICEICEO AND CCOE Control
SCOTT BATTS, DAWN, LARICEICEO AND CCOE Control
SCOTT BATTS, DAWN, LARICEICEO AND CCOE Control
SCOTT BATTS, DAWN, LARICEICEO AND CCOE Control
SCOTT BATTS, DAWN, LARICEICEO AND CCOE Control
BATTS, DEREK, TAFTICEO AND MEMBERD Control
BATTS, DEREK, TAFTICEO AND MEMBERC Control
BATTS, DEREK, TAFTIMANAGING PARTNER/CEO, CCO AND MEMBERC Control
BATTS, DEREK, TAFTIMANAGING PARTNER/CEO, CCO AND MEMBERC Control
BATTS, DEREK, TAFTIMANAGING PARTNER/CEO, CCO AND MEMBERC Control
BATTS, DEREK, TAFTIMANAGING PARTNER/CEO, CCO AND MEMBERC Control
BATTS, DEREK, TAFTIMANAGING PARTNER/CEO, CCO AND MEMBERC Control
BATTS, DEREK, TAFTIMANAGING PARTNER/CEO, CCO AND MEMBERC Control
NEAL, DOMINECAICOOB Control
NEAL, DOMINECAICOOB Control
NEAL, DOMINECAICOOB Control
NEAL, DOMINECAICOOB Control
SCOTT BATTS, DAWN, LARICEICFOB Control
SCOTT BATTS, DAWN, LARICEICFO AND MEMBERB Control
SCOTT BATTS, DAWN, LARICEICFO AND MEMBERB Control
ARCHER-FAIRLEY, SONYAICCOA Control
ARCHER-FAIRLEY, SONYAICCOA Control
BATTS, NIA, LINDERICMOA Control
BATTS, NIA, LINDERICMOA Control
BATTS, NIA, LINDERICMOA Control
BATTS, NIA, LINDERICMOA Control
BATTS, NIA, LINDERICMOA Control
BATTS, NIA, LINDERICMOA Control
BATTS, NIA, LINDERICMOA Control

Registrations

Federal

IA
Apr 4, 2025 REGISTERED

Notice Filings (1)

MI

Address

2050 15TH STREET
3RD FLR
DETROIT, MI 48216
United States
Phone: 313-300-0207