The Healy Group LLC

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Client assets under management

$17,141,238

Clients

50% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$4,285,310

About

The firm provides individual portfolio management and continuous investment advice to private clients, including high-net-worth individuals, as well as pension plans, trusts, estates and charitable organizations. It manages accounts on both a discretionary and non-discretionary basis and does not participate in wrap-fee programs.

The firm’s investment process combines fundamental and technical (charting) analysis with mutual fund and ETF evaluation, and employs a range of strategies from long-term buy-and-hold to shorter-term trading. It also uses option strategies—including covered calls and spreading techniques—for hedging and speculative purposes, which can result in more active trading and attendant transaction and tax considerations.

Operating as a long-established, state-registered advisory practice with a very small advisory team, the firm’s client relationships are highly concentrated and overseen directly by senior management. It maintains a written Code of Ethics, reports no disciplinary history, and leaves proxy voting responsibility with clients rather than voting securities on their behalf.

Client services

Portfolio management

Expertise

Options & derivatives strategies Active portfolio management

Fee options

Percentage

$0+: 0.25% per annum (Fixed Income Portfolio) $0+: 1.00% per annum (Balanced Portfolio)

Other

Account minimum: $200,000

Main office location

The Healy Group LLC

New York NY, United States

Number of offices

Most active in

New York · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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

Form ADV Part 2: Client Brochure

Quick links

718.764.3984

Advisors at this firm

Timothy H

Series 63, Series 65

New York, NY

The Healy Group LLC

Timothy Healy is a financial advisor at The Healy Group LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Healy Group since 2009. The firm provides individualized portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, and trusts or charitable organizations. The Healy Group uses a combination of charting, fundamental and technical analysis, and mutual fund/ETF evaluation to implement strategies ranging from long-term holdings to short-term trading and option writing, managing approximately $17.7 million in discretionary assets as of the end of 2024.

Options & derivatives strategies Active portfolio management

Mason S

Series 63, Series 65

New York, NY

The Healy Group LLC

Mason Stark is a financial advisor at The Healy Group LLC in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Wilshire Phoenix and Ballast Capital Management. The Healy Group LLC is a state-registered investment adviser offering individualized portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and trusts or charitable organizations. The firm employs a combination of charting, fundamental and technical analysis, and mutual fund/ETF evaluation to implement strategies ranging from long-term holdings to short-term trading and option writing.

Options & derivatives strategies Active portfolio management

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