Heaphy Investments, LLC

Overview

Heaphy Investments, LLC is an independent, individual-owned registered investment advisor that focuses on portfolio management for individuals and small businesses. The firm serves a private client base rather than institutional sponsors and uses a mix of fee arrangements—percentage of assets under management, fixed fees, and other fee structures—depending on client arrangements. Heaphy does not identify as an active ESG investor and does not operate as a multi-state advisory platform. The firm is not classified as a capital allocator; its activities center on discretionary portfolio management rather than wholesaling or managing third-party fund platforms. Advisory services are aimed at individual and family clients, with a stated practice emphasis on traditional portfolio management rather than pension consulting or related-adviser activities.

Assets & Accounts

Investments & Alternatives

Location & Offices