HEGARTY INVESTMENT LOGIC, LLC

Overview

Hegarty Investment Logic, LLC is an independent, owner-operated RIA structured as an LLC that combines advisory services with insurance brokerage capabilities. The firm serves both individual and family clients as well as some institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and market timing services. Its investment posture tilts toward public equities: the firm’s stated preference is equities and its largest asset bucket is exchange-traded securities. Hegarty does not position itself as an ESG-focused manager and is not organized as a multi-state adviser, suggesting a localized, higher-touch practice rather than a national platform or capital allocator. The firm charges a combination of AUM-based fees and hourly fees, and its insurance-broker activity informs parts of its product mix—particularly annuity solutions. The boutique scale of the business supports customized portfolio work and financial planning for moderately sized households and small business owners.

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Public Holdings

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Location & Offices