Heritage Investors Management Corp
- Regulatory AUM
- $4.6B
- Discretionary
- $4.6B
- Clients
- 762
- Avg AUM / client
- $6.1M
- Accounts
- 1,465
- Employees
- 22
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 97 | $63.1M | 1.36% |
| High net worth individuals | 585 | $4.0B | 85.4% |
| Pension and profit sharing plans | 13 | $113M | 2.44% |
| Charitable organizations | 33 | $316M | 6.82% |
| Corporations and other businesses | 34 | $184M | 3.96% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Stewart Cornfeld | President | CFA Chartered Investment Counselor | Sep 1985 (41y) | 75% or more |
| Derek Robert Stone | Senior Vice President | CFA | Oct 1990 (36y) | Less than 5% |
| Kenneth James Long | Executive Vice President | CFA Chartered Investment Counselor | Jan 1996 (31y) | Less than 5% |
| Cornfeld, Janet, Lynn | Trustee Of Cornfeld Family 2012 Trust | Dec 2012 (14y) | Less than 5% | |
| Andrew Marc Schenker | Chief Investment Officer | CFA | Jan 2017 (10y) | Less than 5% |
| Christopher Geddy Hill | Chief Compliance Officer | Mar 2022 (4y) | Less than 5% | |
| Rosen, Beth, Marci | Chief Operating Officer | Feb 2024 (3y) | Less than 5% | |
| Brian Michael Curtin | Registered representative | CFA | Mar 2018 (8y) | |
| Laura L Mcaree | Registered representative | Nov 2020 (6y) | ||
| Scott B Wilson | Registered representative | CFA | Sep 2024 (2y) | |
| Craig L Lukin | Registered representative | CFA | Jan 2025 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sarah Lynn Cornfeld 2012 Trust | Shareholder | Mar 2018 | A | 5% – 10% |
| Jennifer Schenker 2012 Trust | Shareholder | Mar 2018 | A | 5% – 10% |
| Melissa Lynn Cornfeld 2012 Trust | Shareholder | Mar 2018 | A | 5% – 10% |
| Cornfeld Family 2012 Trust | Shareholder | Mar 2018 | A | 5% – 10% |
Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 921 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Chevy Chase Trust Company $4.3B (94% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗