Inactive

Craig L Lukin

Heritage Investors Management Corp

CRD 2033282

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Employer firm

Heritage Investors Management Corp CRD 110420

$4.63B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Heritage Investors Management Corp

7101 Wisconsin Avenue Suite 950, Bethesda, MD 20814-4878 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-08-27
MD	RA	APPROVED	2025-01-21

TX RA
APPROVED

Since 2026-08-27
MD RA
APPROVED

Since 2025-01-21

Branch Locations

7101 Wisconsin Avenue Suite 950, Bethesda, MD 20814-4878 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Roumell Asset Management, Llc	Bethesda	MD	01/2003	12/2024
Heritage Investors Management Corporation	Bethesda	MD	01/2025	Present

01/2003 → 12/2024

Roumell Asset Management, Llc

Bethesda, MD
01/2025 → Present

Heritage Investors Management Corporation

Bethesda, MD

Previous Registrations

2003-02-10 → 2024-12-06

Roumell Asset Management, Llc

Chevy Chase, MD

Designations

Chartered Financial Analyst

View on SEC IAPD

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