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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

HERITAGE RETIREMENT ADVISORS, LLC

HUTTO RETIREMENT ADVISORS, LLC, CRD 165191

COLLEYVILLE, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d0424839-e816-79a9-1d55-8fdceb870d1a

Data as of Mar 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Apr 19, 2018 to Mar 8, 2026
15 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.9 fund_share=0.0 institutional_share=0.1 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $351MItem 5.F on the latest filing (2026-03-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $351M
Private client RAUM: $317MderivedItem 5.D individuals plus high net worth individuals
Private client share: 90%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $117Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 349
Individual clients: 247
High net worth clients: 98
SEC number: 801-113257
CRD: 165191
Filings on the tape: 15
First filed: Apr 19, 2018
Latest filed: Mar 8, 2026
Organised: Limited Liability Company, TX
Website: heritage-retirement.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GREGORY LYNN HUTTO	Certified Financial Planner\|Chartered Financial Analyst	COLLEYVILLE, TX	13	30	3	no
THOMAS WESLEY HOLLOWAY	n/a	COLLEYVILLE, TX	13	38	1	no
Carson Elwood Perkins	n/a	COLLEYVILLE, TX	2	14	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HUTTO, GREGORY, LYNN	PRESIDENT AND CHIEF COMPLIANCE OFFICER	E	yes	08/2012	Apr 19, 2018	Mar 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
HUTTO RETIREMENT ADVISORS, LLC	n/a	Independent wealth	$351M	Y	yes	n/a
HUTTO RETIREMENT ADVISORS, LLC	n/a	Independent wealth	$351M	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 8, 2026	$351M	$351M	3	3	0	n/a	n/a
2024	Mar 25, 2025	$284M	$284M	6	4	0	n/a	n/a
2023	Mar 27, 2024	$195M	$195M	5	4	0	n/a	n/a
2022	Mar 29, 2023	$180M	$180M	5	3	0	n/a	n/a
2021	Mar 31, 2022	$192M	$192M	5	3	1	n/a	n/a
2020	Mar 30, 2021	$149M	$149M	5	3	1	n/a	n/a
2019	Mar 31, 2020	$136M	$136M	5	3	1	n/a	n/a
2018	Mar 28, 2019	$122M	$122M	5	3	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$351M	$284M	23.8%	$180M	24.8%	3	6	0	0

Relationships

Affiliated with (1)

→ HERITAGE RETIREMENT ADVISORS, LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Registered with (3)

← Carson Elwood PerkinsAdvisorregistration: current employment
Mar 26, 2024 to presentfactForm ADV
← THOMAS WESLEY HOLLOWAYAdvisorregistration: current employment
Oct 5, 2012 to presentfactForm ADV
← GREGORY LYNN HUTTOAdvisorregistration: current employment
Oct 4, 2012 to presentfactForm ADV

Controls (1)

← HUTTO, GREGORY, LYNNOwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Apr 19, 2018 to Mar 27, 2024factForm ADV

Dated events

Occurred
Apr 19, 2018
First Form ADV filing
Heritage Retirement Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d0424839-e816-79a9-1d55-8fdceb870d1a
First observed: Apr 19, 2018
Last observed: Mar 8, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HERITAGE RETIREMENT ADVISORS, LLC

HUTTO RETIREMENT ADVISORS, LLC, CRD 165191

COLLEYVILLE, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d0424839-e816-79a9-1d55-8fdceb870d1a

Data as of Mar 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:10 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GREGORY LYNN HUTTO

Certified Financial Planner|Chartered Financial Analyst

COLLEYVILLE, TX

THOMAS WESLEY HOLLOWAY

n/a

COLLEYVILLE, TX

Carson Elwood Perkins

n/a

COLLEYVILLE, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HUTTO, GREGORY, LYNN

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

08/2012

Apr 19, 2018

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

HUTTO RETIREMENT ADVISORS, LLC

n/a

Independent wealth

$351M

yes

n/a

HUTTO RETIREMENT ADVISORS, LLC

n/a

Independent wealth

$351M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 8, 2026

$351M

n/a

2024

Mar 25, 2025

$284M

n/a

2023

Mar 27, 2024

$195M

n/a

2022

Mar 29, 2023

$180M

n/a

2021

Mar 31, 2022

$192M

n/a

2020

Mar 30, 2021

$149M

n/a

2019

Mar 31, 2020

$136M

n/a

2018

Mar 28, 2019

$122M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$351M

$284M

23.8%

$180M

24.8%