# Hegarty Advisors

Hegarty Advisors is a Bank / Wealth / Trust based in Garden City, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Garden City, United States
- **Region:** North America
- **Address:** Garden City, NY, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** www.hegartyadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/hegarty-advisors-llc

## Regulatory record

- **CRD number:** 306342
- **SEC file number:** 801-124958
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306342

## About

Hegarty Advisors is an SEC-registered investment adviser in Garden City, NY, registered since 2022. The firm manages $171 million in assets. It has 2 employees and 2 investment advisers.

## Questions

### What is the firm's disclosed assets under management?

Hegarty Advisors does not publicly disclose its assets under management. The firm qualifies for an exemption from public reporting of AUM on the SEC's Investment Adviser Public Disclosure (IAPD) database, which is often used by smaller firms under a specific regulatory threshold. No AUM figure is available from third-party databases or the firm's own materials.

### Who are the principals or key decision-makers at Hegarty Advisors?

The names of Hegarty Advisors' principals are not publicly documented in accessible marketing materials, media coverage, or the public-facing portions of the SEC's IAPD database. The firm has maintained an intentionally low profile, and no interviews or profiles of its leadership have been identified.

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Last updated: 2026-06-03T20:00:00.000Z

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