# THE HEATON HOPPES GROUP, LLC

THE HEATON HOPPES GROUP, LLC of CEDAR FALLS, IA is an SEC-registered investment adviser.

## Registration

- CRD: 115511
- Type: SEC-registered investment adviser
- SEC file number: 801-113740
- Location: 411 VIKING ROAD, SUITE A, CEDAR FALLS, IA, 50613
- Phone: 319-266-6507
- Latest filing: 2026-03-26
- Regulatory AUM: $172.5M
- Discretionary AUM: $172.5M
- Clients: 3
- Accounts: 293

## Business model

- Compensation: % of AUM, Hourly, Other
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Robert Micheal Heaton | MEMBER | — |
| Karla Renee Hoppes | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | — |
| HOPPES KARLA RENEE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; CHIEF COMPLIANCE OFFICER AND MEMBER | — |
| HEATON ROBERT MICHEAL | MANAGING MEMBER; MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/115511/brochure
- Similar advisers: https://search.stillhousedata.com/firm/115511/similar
- Related entities: https://search.stillhousedata.com/firm/115511/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/115511

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.