CRD: 166456
Heyman Investment Counseling LLC
$105.1M Total AUM
$98.5M Disc. AUM
-- 3Y CAGR
2 Employees
36 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท PNC
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-13-2013
- Office Locations
- 1
Office Locations
-- SAN Diego CA
About Heyman Investment Counseling LLC
Heyman Investment Counseling is a San Diego-based, founder-led RIA providing discretionary portfolio management for retail clients. The firm builds balanced, long-term portfolios combining growth equities with high-quality dividend stocks and bonds, with meaningful use of ETFs. Custodied at Charles Schwab, it emphasizes quality yield and growth in a disciplined asset-allocation approach.
Team overview
-- AVG AGE
$52.6M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
6.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
MICHAEL HEYMAN
Founder, Managing Member
- CRD
- #2626240
- Ownership
- 75% or more
Available
Available
Available
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A
Alexander Heyman
--
- CRD
- #8259419
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $98,489,000 | -- |
| Non-Discretionary | $6,633,000 | -- |
| Total | $105,122,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
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Available Municipal Bonds:
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Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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