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Micah Gibson

Advisor at Heritage Oak Wealth Advisors

Updated today

Location

Santa Rosa Beach, FL 32459

Credentials

Series 66

Industry experience

22 years

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

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

105 Garfeld St

Santa Rosa Beach, FL 32459

Most active in

Arkansas · Florida · Texas

Work history

Heritage Oak Wealth Advisors

2019 - Present (7 years)

Sowell Management Services

2019 - 2023 (4 years)

Arvest Asset Management

2013 - 2019 (6 years)

Arvest Asset Management

2012 - 2019 (7 years)

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
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Connor G

Series 66

Panama City Beach, FL

Graham Wealth Management LLC

Connor Graham is the sole advisor at Graham Wealth Management LLC in Panama City Beach, FL, with four years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services and Edward Jones Investments. Outside of his advisory role, he provides online tutoring and serves as an umpire for local baseball and softball leagues. Graham Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm operates as a single-advisor practice with a primarily non-discretionary investment approach that incorporates fundamental analysis, modern portfolio theory, and technical analysis.

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 a financial advisor at Davenport PBH LLC with five years of industry experience. His background includes roles at YieldStreet and RBC Capital Markets, as well as private investing and trading. Davenport holds Series 63 and Series 65 licenses. Davenport PBH LLC operates as a private investment fund managing capital for individual and institutional investors through a limited partnership. The firm focuses on discretionary portfolio management of special-situation and mispriced public equities, emphasizing less-liquid or distressed companies, and maintains a small, concentrated organizational structure with a single portfolio manager.

Active portfolio management
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Bennett S

CFP®, Series 65

Miramar Beach, FL

Stein Financial LLC

Bennett Stein is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. He is the principal of Stein Financial LLC, an independent firm he has led since 2022. Prior to founding Stein Financial, he worked at Arbor Wealth Management, Executive Ratings, Thomas Howell Ferguson PA, and Montgomery Coscia Greilich LLP. In addition to advisory services, he spends a portion of his time providing tax planning, preparation, bookkeeping, and business valuation services. Stein Financial LLC offers 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 it provides affiliated accounting services that include tax and valuation work.

Wealth management Real estate investing
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