HEYMAN INVESTMENT COUNSELING LLC

HEYMAN INVESTMENT COUNSELING LLC is an SEC-registered investment adviser (CRD 166456). Regulatory assets under management: $105.1M.

Registration

• CRD: 166456
• Type: Registered investment adviser
• Phone: 858-437-1966
• Latest filing: 2026-03-20
• Regulatory AUM: $105.1M
• Discretionary AUM: $98.5M
• Non-discretionary AUM: $6.6M
• Clients: 2
• Accounts: 56

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166456 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search