# HEATON FINANCIAL, PC

HEATON FINANCIAL, PC of CEDAR CITY, UT is an SEC-registered investment adviser.

## Registration

- CRD: 134578
- Type: SEC-registered investment adviser
- SEC file number: 801-136958
- Location: 337 S MAIN,  SUITE 120, CEDAR CITY, UT, 84720
- Phone: 435-865-9991
- Latest filing: 2026-06-30
- Regulatory AUM: $140.1M
- Discretionary AUM: $132.1M
- Non-discretionary AUM: $8.1M
- Clients: 2
- Accounts: 660

## Business model

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

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Kimber Wendel Heaton | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134578/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134578/similar
- Related entities: https://search.stillhousedata.com/firm/134578/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134578

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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.