HEATON ADAMS FINANCIAL SERVICES, LC

SEC file number 801-71653 · WATERLOO, IA

This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.

Regulatory AUM

$50.3M

Discretionary AUM

$50.3M

Employees

—

Clients

—

Firm

Address: 333 WEST FOURTH STREET
WATERLOO, IA 50701-5503
Phone: —
Website: —
Disciplinary: Unknown — verify on SEC IAPD

Sources

Search SEC IAPD to verify this firm ↗
Last refreshed Apr 28, 2026

Possible Form D name matches (not verified)

Asaak Financial Services Ltd Medium name-match confidence · CIK 1822345 · NY
Atlas Financial Services, Inc. Medium name-match confidence · CIK 1844126 · CA
FSB Financial Services, Inc. Medium name-match confidence · CIK 1671206 · IA
Onex Partners Financial Services A LP Medium name-match confidence · CIK 2158555 · NY
CNB FINANCIAL SERVICES INC Medium name-match confidence · CIK 1113336 · WV
EJF Financial Services Fund, LP Medium name-match confidence · CIK 1510157 · VA
Onex Partners Financial Services LP Medium name-match confidence · CIK 2158381 · NY
Movik Financial Services Inc. Medium name-match confidence · CIK 2159548 · FL
PEOPLES FINANCIAL SERVICES CORP. Medium name-match confidence · CIK 1056943 · PA
Tierra Financial Services, L.L.C. Medium name-match confidence · CIK 2090387 · AZ

Onex Partners Financial Services LP · D · Nov 2, 2026
Onex Partners Financial Services A LP · D · Nov 2, 2026
Movik Financial Services Inc. · D · Oct 9, 2026

$325K
Movik Financial Services Inc. · D · Oct 9, 2026

$4.5M
FSB Financial Services, Inc. · D · Sep 8, 2026

$13.3M
FSB Financial Services, Inc. · D · May 15, 2026

$30M
Tierra Financial Services, L.L.C. · D · Mar 27, 2026
EJF Financial Services Fund, LP · D/A · Mar 12, 2026
Atlas Financial Services, Inc. · D · Dec 23, 2025

$1.9M
CNB FINANCIAL SERVICES INC · D · Oct 3, 2025

$20M
PEOPLES FINANCIAL SERVICES CORP. · D · Jun 20, 2025

$85M
EJF Financial Services Fund, LP · D/A · Mar 12, 2025