HK PRIVATE CLIENT, LLC

RIASEC Registered
Total AUM
$89.9M
Discretionary
$89.9M
100% of AUM
Avg account
$447K
Accounts
201
Employees
3
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 46%, Exchange Traded Equities 25%, Investment Grade Corp Bonds 12%, Cash & Cash Equivalents 9%, US Government Bonds 5%, State & Local Bonds 3%46%
  • Public Funds/Mutual Funds46%
  • Exchange Traded Equities25%
  • Investment Grade Corp Bonds12%
  • Cash & Cash Equivalents9%
  • US Government Bonds5%

Owners & executives

1 of 1
  • ANDREW KAMINSKI

    Chief Investment OfficerCRD 4364584

Contacts

1 of 1
  • DONALD HEATHERLY

    PresidentCRD 3072583

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth