Heyman Investment Counseling LLC

Overview

Heyman Investment Counseling LLC is a small, independent advisory firm organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm charges either a percentage of assets under management or fixed fees and operates primarily as a discretionary manager, handling most client portfolios with delegated authority. Its investment posture is equity‑focused: exchange‑traded equities make up the single largest asset class on the books, and the firm supplements equity exposure with mutual funds and targeted allocations to external real estate managers. The client base is concentrated and high‑net‑worth: the firm serves families and individual investors rather than institutional pension clients, and it does not market itself as an ESG investor or a pension consultant. Heyman manages a mix of account types and relies on third‑party custodians to hold client assets.

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Public Holdings

Investments & Alternatives

Location & Offices