# HEFFERNAN ADVISORY, INC.

HEFFERNAN ADVISORY, INC. of FLAGSTAFF, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 116771
- Type: SEC-registered investment adviser
- SEC file number: 801-67175
- Location: 809 W. RIORDAN ROAD, FLAGSTAFF, AZ, 86001
- Phone: 928-774-9598
- Latest filing: 2026-08-06
- Regulatory AUM: $409.6M
- Discretionary AUM: $409.6M
- Clients: 12
- Accounts: 679

## Business model

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

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| James Douglass Hoyt | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Francis Michael Heffernan | CHIEF EXECUTIVE OFFICER; DIRECTOR; TRUSTEE | — |
| Blake Alexander Thibault | DIRECTOR | — |
| Jennifer A Mahoney | SECRETARY | — |
| Philip Mortimer | TREASURER | — |
| HEFFERNAN FRANCIS MICHAEL | CHAIRMAN OF THE BOARD; CHIEF EXECUTIVE OFFICER | — |
| HOYT JAMES DOUGLASS | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| THIBAULT BLAKE ALEXANDER | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/116771/brochure
- Similar advisers: https://search.stillhousedata.com/firm/116771/similar
- Related entities: https://search.stillhousedata.com/firm/116771/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/116771

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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.