Hegdahl Investment Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$44,835,662
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
37
51% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
37
HighAverage account size
$1,211,775
About
Hegdahl Investment Management advises individual investors and a small number of institutional clients, including corporate pension and profit‑sharing (ERISA) plans, as well as private foundations, endowments, and non‑profit organizations. The firm provides discretionary and non‑discretionary portfolio management and financial planning services, managing roughly $40.7 million across about 30 client relationships.
Investment decisions are guided by macroeconomic analysis within a modern portfolio theory framework, with portfolios typically implemented using exchange‑traded funds, mutual funds, and separately managed accounts. Portfolios are tailored to client objectives and tax considerations, and may include tactical allocations such as covered call writing or collars to manage concentrated positions or income needs.
Compared with many solo independent advisors, the firm’s work with ERISA retirement plans and its maintained ERISA disclosures (including a legacy flat‑fee defined contribution plan arrangement) are less common for a firm of this size. The firm emphasizes institutional credentials (the principal holds the CFA charter and has prior investment and corporate experience), does not accept commission‑based compensation, and leaves custody and proxy voting to client‑selected custodians.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Concentrated stock management
Fee options
One legacy flat fee agreement with a defined contribution plan; no new flat fee engagements.
1% annually (standard, negotiable)
Main office location
Hegdahl Investment Management, LLC
Seattle WA, United States
Number of offices
1
Most active in
Hegdahl Investment Management, LLC has reported serving >5 clients in these states in the last 12 months.
Washington
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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