Heaton Financial, Pc

Overview

Heaton Financial, Pc is an independently owned advisory firm organized as a corporation that serves both individual/family and institutional clients. The firm reports SEC registration in 2026 and offers fee arrangements that combine asset-based fees and hourly billing. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. Heaton Financial is not positioned as a capital allocator, does not market itself as an ESG-focused investor, and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives