Hegarty Investment Logic, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$25,721,244
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
107
14% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
107
Very HighAverage account size
$240,385
About
Hegarty Investment Logic, LLC provides investment management, retirement planning and advisory consulting to individuals (including high-net-worth clients), retirement plans, IRAs, trusts, estates, charitable organizations and other investment advisers. The firm offers discretionary and non-discretionary portfolio management and may provide retirement planning either as a complimentary service or for a separate engagement.
The firm’s investment approach combines fundamental and technical analysis and relies on a proprietary collection of indicators to identify intermediate market trends and shift allocations accordingly. When its indicators signal unfavorable trends, portfolios may be moved out of equity or bond positions into limited-maturity bond funds or money market vehicles, and conversely moved back into equity and bond mutual funds, ETFs or sub-accounts when trends appear favorable; some growth strategies may use leveraged or inverse funds and permit use of individual equities and alternative investments.
Noteworthy distinctions include a firm principal who is licensed as an independent insurance agent and affiliated representatives who may sell insurance products, a relationship that the brochure discloses as creating a potential conflict of interest because commissions may be received on legacy or recommended insurance transactions. The firm also participates in institutional custodian programs (including custodians that provide trade execution, no-transaction-fee fund access and practice support) and discloses that it will not accept responsibility for voting client proxies.
Client services
Financial planning
Portfolio management
Market timing
Expertise
Retirement income strategy
Annuities
Active portfolio management
Wealth management
Fee options
$0 - $2,000,000: 2% $2,000,000+: Negotiable
$150-$250 per hour depending on complexity
Main office location
Hegarty Investment Logic, LLC
209 East Blanco St, Suite A
Aztec NM 87410, United States
Number of offices
1
Most active in
Hegarty Investment Logic, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · New Mexico · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")