Heaphy Investments, LLC

Overview

Heaphy Investments, LLC is an independent, owner-operated registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm serves primarily individual and family clients and charges fees based on a percentage of assets under management, fixed fees, or other arrangements. Its advisory scope is concentrated on traditional wealth-management activities rather than institutional consulting or pension plan work. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser, which suggests its practice is locally or regionally focused rather than national. Heaphy Investments is not a capital allocator and does not list related-adviser or pension-consulting activities on its profile.

Assets & Accounts

Investments & Alternatives

Location & Offices