$171.1M Total AUM
$171.1M Disc. AUM
48.6% 3Y CAGR
2 Employees
108 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Deutsche Bank
- Clients
- Retail
- Platforms
- North
- Established Date
- 10-12-2021
- Office Locations
- 1
Office Locations
1461 Franklin AVE Garden City NY
About Hegarty Advisors, LLC
Hegarty Advisors, LLC is a Garden City, NY boutique RIA serving retail investors with financial planning and portfolio management, including tax, estate and charitable planning and insurance guidance. Portfolios emphasize asset allocation and active management using mutual funds, ETFs and fixed income. Custody includes Charles Schwab; the firm uses Twenty Over Ten for its client experience.
Team overview
47 AVG AGE
$85.6M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
2.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Optima
Client Personas
Insight fusion
Custodian
Wave Wave
Investment Themes
Catalyst vital Ember Matrix prime
Investment Vehicles
Alpha
Services
Crest Zenith Bridge Foundation horizon Element vertex Matrix Element fusion
Technology
Vector
Owner & Executives
KEVIN PATRICK HEGARTY
Chief Compliance Officer, PRINCIPAL
- CRD
- #5110292
- Ownership
- 75% or more
(907) 924-3498
vector.ridge@timbercapital.com
in linkedin.com/in/north-value
B
Brian Andrew Hegarty
Investment Advisor Representative
- CRD
- #2796075
- Ownership
- Less than 5%
(423) 693-3218
meridian.pathway@oakcapital.com
in linkedin.com/in/fusion-ridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $171,112,405 | $397,013 |
| Non-Discretionary | $0 | -- |
| Total | $171,112,405 | $397,013 |
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Separately Managed Accounts
Total SMA Asset: $171,112,405
Public Funds:
12.1% U.S. Government/Agency:
11.3% Equity - Exchange:
22.1% Cash:
5.4% Corporate - Investment Grade:
15.4% Derivatives:
20.3% Municipal Bonds:
13.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $783,630,005 | 12.1% |
| U.S. Government/Agency | $731,819,757 | 11.3% |
| Equity - Exchange | $1,431,258,109 | 22.1% |
| Cash | $349,719,176 | 5.4% |
| Corporate - Investment Grade | $997,347,279 | 15.4% |
| Derivatives | $1,314,685,050 | 20.3% |
| Municipal Bonds | $867,821,658 | 13.4% |
| Total | $6,476,281,034 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH LEGACY | HARBOR VALUE | U82U0TP88 | SKT | 5.71% | $72,742,262 |
| FOCUS INSIGHT | MATRIX VITAL | 9B5T1OCLE | IFQC | 4.12% | $109,201,490 |
| RIDGE DELTA | DELTA DELTA | 0L334URE7 | WXL | 7.41% | $31,682,516 |
| TIMBER QUANTUM BRIDGE | ALPHA INSIGHT | KIPTGRZLG | UWZT | 10.37% | $92,272,327 |
| LEGACY FOUNDATION | PATHWAY PIONEER | P681DO7TH | EDZ | 3.09% | $21,672,786 |
| MATRIX PIONEER VITAL | INSIGHT TIMBER | 2FAEU38HR | ETN | 4.50% | $1,268,565 |
| ALPHA VITAL VERTEX | VERTEX MOMENTUM | LCR6Y6UWE | IUNIO | 3.24% | $73,144,511 |
| SUMMIT OAK EAGLE | PEAK EMBER | VULE2S48J | TUXQ | 4.84% | $65,210,811 |