HK Private Client, LLC logo

HK Private Client, LLC

Updated today

Client assets under management

$87,866,867

Clients

109

57% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

55

Typical

Average account size

$806,118

About

HK Private Client is a small, supported registered investment adviser that serves individual and high‑net‑worth clients with discretionary portfolio management and financial planning services. The firm provides portfolio evaluation, strategic asset allocation, security selection, and ongoing monitoring, and it integrates financial planning into its advisory relationships while also offering standalone planning engagements.

The firm tailors advice to each client's objectives, risk tolerance, and financial circumstances and uses a mix of quantitative tools — including optimization algorithms, model-driven analysis, technical analysis, and third‑party software — to construct and monitor portfolios. Accounts are managed on a discretionary basis and may include equities, mutual funds, ETFs, fixed income, and the occasional use of option strategies (such as covered calls) and limited leverage via ETFs or third‑party managers.

What is noteworthy for a firm of this size is that an owner is also a licensed insurance agent and may recommend insurance products on a fully disclosed commission basis, a relationship the firm acknowledges as a potential conflict and says it addresses through disclosure and internal policies. The firm, founded recently, also recommends an institutional custodian and participates in institutional programs that provide custodial and research services (soft‑dollar benefits), and it generally packages financial planning into advisory client relationships while billing separately for standalone plans.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Active portfolio management Options & derivatives strategies Cash flow / budgeting

Fee options

Percentage

$0 - $2,000,000: 1.00% $2,000,000 - $4,000,000: 0.90% $4,000,000 - $6,000,000: 0.80% $6,000,000 - $10,000,000: 0.70% $10,000,000+: Custom/ Negotiable

Project-based

$500 per hour for financial planning services if under $1,000,000 AUM or standalone planning

Other

Account minimum: $1,000,000 Fee-only: Asset-based fees as per tiered schedule; Financial planning fees $500/hour for clients under $1,000,000 or standalone financial planning

Main office location

HK Private Client, LLC

1776 Legacy Circle, Suite 111

Naperville IL 60563, United States

Number of offices

1

Most active in

Florida · Illinois · Indiana · Michigan · Tennessee · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Donald H

Series 65, Series 66

Naperville, IL

HK Private Client, LLC

Donald Heatherly is a financial advisor at HK Private Client, LLC in Naperville, IL, holding Series 65 and Series 66 licenses with 21 years of industry experience. His prior work includes roles at Fifth Third Private Bank and Northern Trust. He is also licensed to sell life, health, and long-term care insurance. HK Private Client is a small registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm uses quantitative tools and a tailored approach to manage portfolios that may include equities, mutual funds, ETFs, fixed income, and option strategies, integrating financial planning into its advisory services.

Active portfolio management Options & derivatives strategies Cash flow / budgeting
user avatar

Andrew K

Series 65, Series 66

Naperville, IL

HK Private Client, LLC

Andrew Kaminski is a financial advisor at HK Private Client, LLC with nine years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Fifth Third Bank and The Northern Trust Company. He is based in Naperville, Illinois. HK Private Client is a small, supported registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm uses quantitative tools and integrates financial planning into its advisory relationships, tailoring advice to clients' objectives and risk tolerance.

Active portfolio management Options & derivatives strategies Cash flow / budgeting
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