# Heaton Financial, Pc: new SEC registration, $140M AUM, Cedar City, UT

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Heaton Financial, Pc |
| Legal name | Heaton Financial, Pc |
| CRD | 134578 |
| Status | Approved |
| Registered with the SEC | 2026-08-06 |
| Latest Form ADV filing | 2026-08-13 |
| Location | Cedar City, UT, United States |
| Regulatory AUM | $140,139,000 |
| Accounts | 660 |
| Employees | 2 |
| Website | HTTPS://WWW.YOUTUBE.COM/CHANNEL/UCJEVWF-TCU1JE0SSGCBYMYQ |

## Why this score
- $140M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/134578). Last refreshed: 2026-11-04T21:45:24.609Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.