Hegarty Investment Logic, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$23,245,250
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
87
11% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
87
Average account size
$267,187
About
The firm provides investment management, retirement planning, and advisory consulting to individuals (including both high‑net‑worth and non‑HNW clients), retirement plans, IRAs, trusts, estates, charitable organizations, and other investment advisers. It offers both discretionary and non‑discretionary portfolio management and may provide complimentary investment reviews to prospective clients.
The firm follows an active, market‑timing approach that combines fundamental and technical analysis using a proprietary set of indicators to assess intermediate equity and fixed‑income trends and to shift allocations between equities, bonds, limited‑maturity bond funds, or money‑market funds. Portfolios are typically constructed with no‑load mutual funds and ETFs but can also include individual securities, annuity sub‑accounts, and—where strategy permits—leveraged or inverse funds.
Distinctive aspects include the explicit use of market‑timing and the potential use of leveraged and inverse funds in certain Growth and Aggressive strategies, an approach that increases volatility compared with buy‑and‑hold peers. The firm’s principal is licensed as an insurance agent and may service legacy insurance policies (a disclosed potential conflict of interest), and the firm participates in institutional custodian programs that provide economic benefits to the adviser.
Client services
Financial planning
Portfolio management
Market timing
Fee options
$0 - $2,000,000: 2% for Income & Growth strategies and Growth strategies $2,000,000+: Negotiable thereafter
$150-$250 per hour for retirement planning services
Account minimum: No account minimum size required; generally recommend $10,000 minimum account size but flexible for relatives of existing clients Fee-only: Hourly fees between $150-$250 per hour for retirement planning services depending on complexity
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Hegarty Investment Logic, LLC
209 East Blanco St, Suite A
Aztec NM 87410, United States
Number of offices
1
Forms ADV
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