HERITAGE INVESTORS MANAGEMENT CORP
C28
CRD 110420·SEC 801-10612·BETHESDA, MD
AUM
$4.63B
$1B+
Est. Revenue
$46.3M
@ 1% on AUM
Est. EBITDA
$13.9M
@ 30% margin
Est. Deal Value
$111.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $2.32B
'21 · $2.79B
'22 · $3.08B
'23 · $3.62B
'25 · $4.18B
'26 · $4.63B
'20'26
$2.32B → $4.63B▲ +100%
Client mix
| Individuals High Net Worth | 585 |
| Individuals Other | 97 |
| Corporations | 34 |
| Charitable Organizations | 33 |
| Pension Profit Sharing Plans | 13 |
Operations
Advisory staff (5-yr trend)
'20 · 7 advisors
'21 · 7 advisors
'22 · 7 advisors
'23 · 6 advisors
'25 · 8 advisors
'26 · 8 advisors
'20'26
7 advisors → 8 advisors▲ +14%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
7101 WISCONSIN AVENUESUITE 950BETHESDA, MD 20814
Business
7101 WISCONSIN AVENUE STE 950BETHESDA, MD 20814
Edgar Recent Filings
13F-HR2026-04-24 · 0000937589-26-000002
13F-HR2026-02-06 · 0000937589-26-000001