CRD: 146678
Hegarty Investment Logic, LLC
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- Custodian
- Charles Schwab & Company · Nationwide · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Ember radial
- Established Date
- 02-11-2009
- Office Locations
- 1
Office Locations
About Hegarty Investment Logic, LLC
Hegarty Investment Logic, LLC is an independent fiduciary advisory firm led by Bryan and Stacy Hegarty (RFCs) with decades of industry experience. The team provides retirement planning, wealth management, and estate strategy for families, working professionals, pre-retirees, and small business owners, with customized portfolio construction and risk management often implemented with ETFs and mutual funds. Based in New Mexico’s Four Corners region; Schwab is a primary custodian.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STACY ANNE HEGARTY
President
- CRD
- --
- Ownership
- 50% but less than 75%
BRYAN VINCENT HEGARTY
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #702386
- Ownership
- 5% but less than 10%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,926,520 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,926,520 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,926,520
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,307,137,270 | 53.7% |
| Public Funds | $708,896,926 | 16.5% |
| Equity - OTC | $1,280,310,813 | 29.8% |
| Total | $4,296,345,009 | 100.0% |