Hearon Advisory Group, LLC

Overview

Hearon Advisory Group, LLC is an independent, individually owned Registered Investment Adviser that focuses on financial planning for individual and family clients. The firm positions itself more as a planner and capital allocator than as a primary stock-picker: its ADV lists financial planning services and selection of other advisers as its principal advisory activities, and it identifies as a capital allocator. Compensation is primarily hourly (with other fee arrangements noted). The firm is not registered as a multi-state adviser and does not market itself as an active ESG investor. It also has an affiliation with an insurance company, which may reflect distribution or product relationships for insurance solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives