# HERON EQUITY MANAGEMENT, LLC

HERON EQUITY MANAGEMENT, LLC of INDIALANTIC, FL is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 307350
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/307350/brochure
- Similar advisers: https://search.stillhousedata.com/firm/307350/similar
- Related entities: https://search.stillhousedata.com/firm/307350/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/307350

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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.