CH
CFA
CH
CFA

Christopher Scott Heyman

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
671 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$710.7M

Fee Structure

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Location

1 N. Macdonald, Suite 201, Mesa, AZ, 85201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christopher is a member of Six Peak Capital Management, LLC, managing a debt investment. He sits on the investment committee, dedicating minimal time to this role.

Employment History
Current Registrations
Rovin Capital
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
Accuvest Global Advisors
December 2009 - August 2022 · 12 yrs 8 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.