HK PRIVATE CLIENT, LLC
Firm details
- Headquarters
- NAPERVILLE, Illinois
- CRD number
- 315104
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI89.54%
- Individuals8.15%
- Pension & Profit Sharing Plans2.3%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
HK Private Client, LLC is an independent registered investment adviser that serves individual and family clients with a mix of fee-based wealth management and financial planning. The firm operates as a limited liability company under individual ownership and combines portfolio management with insurance brokerage capabilities. Its advisory scope includes direct portfolio management for individuals and small businesses and the selection and oversight of third‑party managers when specific expertise or alternative exposure is needed. Investment activity leans toward pooled public vehicles as the core of client portfolios, while the firm maintains the ability to direct capital to external managers and non‑traditional strategies. HK Private Client uses a blended fee model (percentage of assets under management plus hourly charges) and markets itself as a capital allocator when clients require access to specialist managers or hedged exposures.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds46%
- Exchange Traded Equities25%
- Investment Grade Corp Bonds12%
- Cash & Cash Equivalents9%
- US Government Bonds5%
Owners & executives
1 of 1ANDREW KAMINSKI
Chief Investment OfficerCRD 4364584
Contacts
1 of 1DONALD HEATHERLY
PresidentCRD 3072583
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NAPERVILLE, IL
DU PAGE
Location
NAPERVILLE, IL
Headquartered in NAPERVILLE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- DU PAGE
- Address
- 1776 Legacy Cir
- Time zone
- CT (UTC-6)
- Office locations
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