HERON EQUITY MANAGEMENT, LLC

Overview

Heron Equity Management, LLC is a small, independent fee-based advisory firm focused on individual and family clients. The firm’s stated advisory activities center on financial planning, discretionary portfolio management for individuals and small businesses, and selection of outside advisers when clients need capabilities beyond the firm’s own. Heron operates as a capital allocator at the boutique scale, meaning it manages client assets directly while also placing client capital with third‑party managers where appropriate. Investment emphasis is on publicly traded equities—both exchange‑listed stocks and exchange‑traded funds—supported by mutual fund and annuity holdings as needed for income, diversification or client suitability. The firm does not present itself as an active ESG investor and limits its registered activity footprint to a single state. Its fee arrangements are flexible, including percentage of AUM, hourly, fixed and performance‑based fees, allowing tailoring to a range of client engagements.

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Location & Offices