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Micah Gibson

Advisor at Heritage Oak Wealth Advisors — Santa Rosa Beach, FL

Updated today

Credentials

Series 66

Experience

22 years

Location

Santa Rosa Beach, FL 32459

Heritage Oak Wealth Advisors logo

Heritage Oak Wealth Advisors

Team

Total advisors

5

Across 2 offices

Clients per advisor

48 Typical

Avg AUM per client

$1,446,912 High

HNW client ratio

26% Typical

About

Micah Gibson is a financial advisor at Heritage Oak Wealth Advisors with 22 years of industry experience. He holds the Series 66 designation and has worked at Heritage Oak since 2019, following prior roles at Sowell Management Services and Arvest Asset Management. Heritage Oak Wealth Advisors is a four-advisor team managing approximately $290 million for individual and high-net-worth clients, as well as employer-sponsored retirement plans. The firm provides discretionary portfolio management across various asset classes, ongoing financial planning, and specialized services including estate-planning support and access to third-party money managers, utilizing a combination of fundamental and technical analysis with both long- and short-term strategies.

Client services

Based on Heritage Oak Wealth Advisors

Financial planning Portfolio management

Expertise

Based on Heritage Oak Wealth Advisors

Business Financial Management Private / alternative investments

Occupation focus

Based on Heritage Oak Wealth Advisors

Founder/Business Owner

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Fee options

Fixed

$1,000 - $5,000 for financial planning and consulting services; $150 - $1,500 for estate planning services

Percentage

All Assets+: Up to 1.25%

Project-based

$250/hour for financial planning and consulting services

Subscriptions

Annual retainer fee $1,000 - $5,000 for financial planning and consulting services

Location

See office

Santa Rosa Beach, FL

105 Garfeld St

Santa Rosa Beach FL 32459

Advisors at this office

1

Most active in

Arkansas · Florida · Texas

Work history

22 years of industry experience

Heritage Oak Wealth Advisors

2019 - Present • 7 years

Rogers, AR

Sowell Management Services

2019 - 2023 • 4 years

North Little Rock, AR

Arvest Asset Management

2013 - 2019 • 6 years

Rogers, AR

Arvest Asset Management

2012 - 2019 • 7 years

Bentonville, AR

Arvest Wealth management

2003 - 2019 • 16 years

AR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Charles B

Series 63, Series 65

Santa Rosa Beach, FL

Bay Hill Capital Management USA, LLC

Charles Burns is a financial advisor at Bay Hill Capital Management USA, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Triad Advisors, Inc. and Berkeley Capital Partners, LLC prior to joining Bay Hill Capital Management in 2017. Bay Hill Capital Management USA, LLC provides financial planning and discretionary asset management to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to guide investment decisions, offering strategies ranging from long-term holdings to active trading, including options and futures.

General tax planning Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Murray H

Series 63, Series 66

Freeport, FL

Hornsby Asset Management, LLC

Murray Hornsby is the sole advisor at Hornsby Asset Management, LLC, an independent firm based in Freeport, Florida. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Outside of his advisory work, he co-owns a classic car rental business with his wife, which operates through a national platform. Hornsby Asset Management provides fee-based, discretionary investment advisory services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $9.26 million across about 80 accounts, employing a custom portfolio management approach that integrates tactical, technical, fundamental, and cyclical analysis with both long- and short-term trading strategies.

Active portfolio management
user avatar

Connor G

Series 66

Panama City Beach, FL

Graham Wealth Management LLC

Connor Graham is a financial advisor at Graham Wealth Management LLC in Panama City Beach, FL, with four years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Edward Jones Investments. Outside of advising, he provides online tutoring and serves as an umpire for local baseball and softball leagues. Graham Wealth Management LLC offers portfolio management and financial planning services primarily to individual and high-net-worth clients, focusing on IPS-driven strategies that incorporate fundamental analysis, modern portfolio theory, and technical analysis. The firm operates on a primarily non-discretionary basis and utilizes margin and options trading strategies.

Options & derivatives strategies Annuities Real estate investing
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Sidney D

Series 65

Santa Rosa Beach, FL

Fortunato Asset Management

Sidney Davis is a financial advisor at Fortunato Asset Management with 11 years of industry experience. He holds a Series 65 designation and has served as publisher and CEO of Consumer Electronics Advisory Group Inc., an online consumer product review business he owns. Fortunato Asset Management provides discretionary investment management and ongoing account supervision to individuals, families, trusts, non-profits, foundations, pension plans, and corporate clients. The firm employs two proprietary equity strategies based on fundamental research and manages portfolios on a discretionary basis without leverage.

Wealth management Active portfolio management
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John D

Series 63, Series 65

Inlet Beach, FL

Davenport PBH LLC

John Davenport Jr. is the sole advisor at Davenport PBH LLC, holding Series 63 and 65 licenses with six years of industry experience. His background includes roles at RBC Capital Markets and YieldStreet, as well as a period as a private investor and trader. Davenport PBH LLC operates a private investment fund serving a select group of investors through limited partnership interests. The firm employs a special-situations, value-oriented investment approach focused on mispriced and event-driven opportunities in publicly traded securities, with discretionary management by Davenport.

Active portfolio management Options & derivatives strategies
user avatar

Bennett S

CFP®, Series 65

Destin, FL

Stein Financial LLC

Bennett Stein is a CFP® with seven years of experience in the financial industry. He is the founder of Stein Financial LLC and previously worked at Arbor Wealth Management, Executive Ratings, LLC, and Thomas Howell Ferguson PA. In addition to advisory services, he spends a small portion of his time providing tax planning, preparation, bookkeeping, and business valuation services. Stein Financial LLC provides discretionary portfolio management to individuals, high-net-worth clients, trusts, family investment partnerships, charitable organizations, and corporations. The firm combines fundamental analysis, Modern Portfolio Theory, and both long- and short-term trading strategies, and offers affiliated accounting services including tax planning and business valuations.

Wealth management Real estate investing
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