HERON EQUITY MANAGEMENT, LLC

HERON EQUITY MANAGEMENT, LLC of INDIALANTIC, FL is an SEC-registered investment adviser (CRD 307350). Regulatory assets under management: $5.1M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 307350
• Type: Registered investment adviser
• Location: 442 4TH AVENUE, INDIALANTIC, FL, 32903
• Phone: 321-728-1196
• Latest filing: 2026-03-10
• Regulatory AUM: $5.1M
• Discretionary AUM: $5.1M
• Clients: 2
• Accounts: 63

Business model

Compensation: % of AUM, Hourly, Fixed, Performance, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307350 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search