Wealth Manager
    Manages Private Funds

    Hegarty Investment Logic, LLC

    Registered investment advisor · Aztec, New Mexico · CRD #146678

    Assets Under Management
    $27M
    Client Accounts
    238
    Employees
    2
    CRD Number
    146678
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Hegarty Investment Logic, LLC

    Hegarty Investment Logic, LLC is a registered investment advisory firm headquartered in Aztec, New Mexico, managing approximately $27M in regulatory assets across 238 client accounts. The firm's full regulatory record is filed with the SEC under CRD #146678.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Hegarty Investment Logic, LLC's AUM?

    Hegarty Investment Logic, LLC reports approximately $27M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Hegarty Investment Logic, LLC headquartered?

    Hegarty Investment Logic, LLC is headquartered in Aztec, New Mexico.

    What is Hegarty Investment Logic, LLC's CRD number?

    Hegarty Investment Logic, LLC's CRD number is 146678. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Hegarty Investment Logic, LLC manage?

    Hegarty Investment Logic, LLC manages approximately 238 client accounts according to its latest SEC filing.

    Is Hegarty Investment Logic, LLC SEC registered?

    Hegarty Investment Logic, LLC is registered as a STATE investment adviser.

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