# Hearon Advisory Group, LLC

> Hearon Advisory Group, LLC is a state-registered investment advisory firm, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 142392
- Filed as: HEARON ADVISORY GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142392
- AdvisorCensus page: https://advisorcensus.com/firm/hearon-advisory-group-llc-142392

## Quick answers

**How is Hearon Advisory Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hearon Advisory Group, LLC reports these compensation arrangements: hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Hearon Advisory Group, LLC registered with the SEC or a state?**
Hearon Advisory Group, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 142392.

**How much does Hearon Advisory Group, LLC manage?**
Hearon Advisory Group, LLC reports $10,759,760 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (100% discretionary).

**What types of clients does Hearon Advisory Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (26).

**Does Hearon Advisory Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/142392

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $10,759,760
- Discretionary: $10,759,760
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $10,759,760 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2011 (15 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hearonadvisorygroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hearon Advisory Group, LLC (CRD 142392): Form ADV filing data as of October 2026.