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- Custodian
- Fifth Third Bank · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Peak
- Established Date
- 04-20-2022
- Office Locations
- 1
Office Locations
About HK Private Client, LLC
HK Private Client LLC is a Naperville, IL boutique RIA providing concierge wealth management—financial planning and portfolio management—for private clients. The firm emphasizes clear communication and a disciplined investment philosophy shaped by academic theory, industry thought leadership, empirical economic data, and decades of practical experience. Custody includes Interactive Brokers.
Team overview
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Client Personas
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Investment Themes
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Technology
Owner & Executives
DONALD G HEATHERLY
Chief Compliance Officer, President, Wealth Management Advisor
- CRD
- #3072583
- Ownership
- 50% but less than 75%
ANDREW M KAMINSKI
Chief Investment Officer, Managing Member
- CRD
- #4364584
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,936,494 | -- |
| Non-Discretionary | $0 | -- |
| Total | $89,936,494 | -- |
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Separately Managed Accounts
Total SMA Asset: $89,936,494
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $889,404,603 | 16.9% |
| Equity - Exchange | $1,457,781,510 | 27.7% |
| Cash | $947,294,844 | 18.0% |
| Corporate - Investment Grade | $736,784,878 | 14.0% |
| Municipal Bonds | $1,231,483,297 | 23.4% |
| Total | $5,262,749,132 | 100.0% |