HEATON FINANCIAL, PC

HEATON FINANCIAL, PC of CEDAR CITY, UT is an SEC-registered investment adviser (CRD 134578). Regulatory assets under management: $140.1M.

Registration

• CRD: 134578
• SEC file number: 801-136958
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 134578 on SEC IAPD (source of record)
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