Hk Private Client Llc
HK Private Client LLC is a founder-owned, Naperville-based boutique wealth management firm providing concierge financial planning and direct-indexing investment management to high net worth individuals, families, and multi-generational households across the U.S. Midwest.
- Company typePrivate
- Founded2022
- HeadquartersNaperville, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Hk Private Client Llc does
HK Private Client LLC is a privately held, founder-owned boutique wealth management firm established in 2018 and headquartered at 1776 Legacy Circle Ste. 111 in Naperville, Illinois. The firm provides concierge-style financial planning and investment management services to high net worth individuals, families, and multi-generational households across the U.S. Midwest. Service offerings are organized around two pillars — Financial Planning (including multi-generation planning, retirement, divorce, business sale, and loss-of-loved-one services) and Investment Management — delivered through direct, relationship-based engagement led by co-founders Donald G. Heatherly (President, Director of Wealth Management) and Andrew M. Kaminski (Chief Investment Officer, Portfolio Manager).
The firm's investment process is built on direct indexing of individual stocks and bonds to replicate benchmarks, options-based hedging and covered call overlays, systematic tax-loss harvesting, and behavioral finance-informed rebalancing. Execution and custody infrastructure is supported through a disclosed strategic partnership with Interactive Brokers. Revenue is generated exclusively through recurring advisory fees on assets under management, with fee schedules not publicly disclosed and tailored per engagement.
HK Private Client LLC operates without external equity, venture, or private equity backing and has not raised institutional funding rounds. The firm is entirely founder-owned by Heatherly and Kaminski, who each contribute roughly 25 years of industry experience drawn from Merrill Lynch, BMO Harris Private Bank, The Northern Trust Company, and boutique asset management firms. Distribution is relationship-driven — referrals from attorneys, CPAs, trust officers, and existing clients — with no self-serve or digital acquisition channels, a single physical office, and an explicitly regional Midwest operating footprint.
Hk Private Client Llc firmographics
Firmographics- Name
- Hk Private Client Llc
- Legal name
- HK Private Client LLC
- Website
- https://hkprivateclient.com
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- HK Private Client LLC is a founder-owned, Naperville-based boutique wealth management firm providing concierge financial planning and direct-indexing investment management to high net worth individuals, families, and multi-generational households across the U.S. Midwest.
- Ownership category
- akta.pro rank
Hk Private Client Llc industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)
- akta.pro secondary industries
- Private Banking & UHNW Wealth Advisory (FSAEABAC), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Trust, Fiduciary & Estate Planning Services (FSABADAG)
Keywords
Where Hk Private Client Llc is headquartered
LocationHeadquarters
- HQ city
- Naperville
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Hk Private Client Llc business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Wealth Management Advisory Fees: The firm provides comprehensive financial planning and wealth management services. Revenue is generated through advisory fees for investment management and financial planning services. The firm mentions 'competitive advisory fees' as part of its approach, indicating fee-based pricing rather than commission-based compensation.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Customized advisory services - pricing tailored to individual client circumstances |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Hk Private Client Llc product offering
Product offeringCore offering
HK Private Client LLC delivers concierge, fee-based wealth management and financial planning to high net worth individuals and families, combining holistic financial planning (retirement, estate, multi-generational, divorce, business sale, and survivor support) with investment management built around direct indexing, options-based hedging, tax-loss harvesting, and behavioral-finance rebalancing. Services are personalized, principal-led, and coordinated with clients' attorneys, CPAs, and trust officers to deliver integrated wealth strategies across generations.
Product overview
HK Private Client LLC offers a unified wealth management service platform combining Financial Planning and Investment Management. The Financial Planning service provides holistic financial analysis with specialized sub-services for Multi Generation Planning, Retirement Planning, Divorce Financial Services, Business Sale Planning, and Loss of a Loved One Services. The Investment Management service delivers portfolio construction and ongoing management through a disciplined philosophy focused on fee minimization, tax efficiency, risk management, and behavioral finance. With over 50 years of combined experience, the firm delivers concierge-level service to high net worth clients.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Comprehensive financial planning service offering holistic financial analysis, investment management, and tax and estate planning strategies for high net worth clients and families.
- Investment Management Portfolio management service grounded in academic theory and practical experience, focusing on fee minimization, tax efficiency, risk management, and behavioral finance principles.
- Multi-Generation Planning Wealth transfer and financial strategy service for multi-generational planning, including trust accounts, insurance analysis, tax strategies, and coordination with attorneys and CPAs.
- Retirement Planning Comprehensive retirement planning service including account management, tax positioning, workplace retirement plan integration, and Social Security and Medicare benefit coordination.
- Divorce Financial Services Financial guidance and asset division advisory services for individuals navigating divorce, including net worth compilation, coordination with attorneys and CPAs, and new investment account management.
- Business Sale Planning Pre-sale planning and post-sale asset management services for business owners selling their companies, including proceeds investment through trusts, retirement accounts, private equity, and real estate.
- Loss of a Loved One Services Comprehensive financial review and coordination services for surviving family members, including retirement accounts, life insurance, employer stock, pension benefits, and brokerage account analysis.
Quantifiable outcome
- Top quintile performer at Merrill Lynch (first five years)
- +2 more outcomes
Companies that use Hk Private Client Llc
Customer profileSegments2 records
Ideal customer profiles2 records
Hk Private Client Llc technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Hk Private Client Llc partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Interactive BrokerssupportingInteractive Brokers is shown as a strategic partner in the firm's ecosystem. As a leading online brokerage, Interactive Brokers likely provides execution and custody services supporting the firm's direct indexing and portfolio management capabilities.
Scale indicators3 records
Recent moves5 records
Expansion highlights4 records
Hk Private Client Llc competitors and assessment
Company assessmentDirect peers
- Merit Financial Advisors: Boutique RIA providing financial planning, investment management, and tax services to HNW clients. Direct peer given the concierge-style offering, HNW/family segmentation, and overlap in retirement and estate planning capabilities.
- Monarch Wealth Management: Boutique RIA serving HNW and UHNW clients with financial planning, investment management, and multi-generational planning. Direct peer given the small team, multi-generational focus, and concierge relationship-based service model.
- Savant Wealth Management: Midwest-based RIA providing financial planning, investment management, and tax services to HNW individuals and families. Direct peer given the overlapping HNW segment, Midwest geographic base, and holistic wealth planning service model.
- Plante Moran Financial Advisors: Boutique RIA affiliated with Plante Moran serving HNW individuals and families with comprehensive financial planning and investment management. Direct peer given the overlapping HNW focus, Midwestern footprint, and concierge-style advisory offering.
Broad incumbents
- Carson Group: Large RIA and coaching platform serving financial advisors and their HNW clients with investment management and practice management support. Comparable for the HNW wealth management focus, though operating at much greater scale via its advisor network.
- HighTower Advisors: National RIA platform supporting breakaway advisors from wirehouses serving HNW/UHNW clients with full wealth management services. Comparable because HK Private Client's principals similarly left wirehouse/private bank roles (Merrill Lynch, Northern Trust, BMO) to launch an independent practice.
- Cerity Partners: National wealth management firm offering investment advisory, financial planning, and tax services to HNW/UHNW individuals and families. Comparable for the comprehensive HNW wealth platform and emphasis on coordinating across planning, tax, and investments.
- Mariner Wealth Advisors: Large national RIA offering comprehensive wealth management, financial planning, and investment management to HNW/UHNW clients. Comparable because it serves the same HNW/family segment with a multi-service wealth platform, though at materially larger scale than HK Private Client.
Emerging players
- Facet Wealth: Digital-first RIA offering flat-fee financial planning and investment management to affluent and HNW clients. Comparable because it targets the same affluent/HNW segment with planning and investment services, but competes via a digital delivery model rather than HK Private Client's concierge approach.
Regional players
- Retirement Wealth Advisors: Midwestern RIA specializing in retirement planning and wealth management for HNW individuals and families. Comparable given the regional U.S. focus, retirement planning emphasis, and HNW target market.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Hk Private Client Llc social profiles
Digital presenceHk Private Client Llc financial estimates
Financial estimateRevenue estimate
Valuation estimate
Hk Private Client Llc leadership team
Management profileNumber of profiles
Profiles2 records
Hk Private Client Llc funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Hk Private Client Llc M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Hk Private Client Llc
What does Hk Private Client Llc do?
HK Private Client LLC delivers concierge, fee-based wealth management and financial planning to high net worth individuals and families, combining holistic financial planning (retirement, estate, multi-generational, divorce, business sale, and survivor support) with investment management built around direct indexing, options-based hedging, tax-loss harvesting, and behavioral-finance rebalancing. Services are personalized, principal-led, and coordinated with clients' attorneys, CPAs, and trust officers to deliver integrated wealth strategies across generations.
Is Hk Private Client Llc a public or private company?
Hk Private Client Llc is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Hk Private Client Llc founded?
Hk Private Client Llc was founded in 2022. It employs 1 to 10 people.
Where is Hk Private Client Llc based?
Hk Private Client Llc is headquartered in Naperville, United States, in the North America region.
How does Hk Private Client Llc make money?
One revenue line is on record: wealth Management Advisory Fees.
Who are Hk Private Client Llc's main competitors?
Direct peers on record are Merit Financial Advisors, Monarch Wealth Management, Savant Wealth Management and Plante Moran Financial Advisors. Broad incumbents are Carson Group, HighTower Advisors, Cerity Partners and Mariner Wealth Advisors. Facet Wealth is listed as an emerging player. Retirement Wealth Advisors is listed as a regional player.
Does Hk Private Client Llc have an API?
No public API is recorded for Hk Private Client Llc.
What industry is Hk Private Client Llc in?
Hk Private Client Llc's product category is Wealth Management. Its primary akta.pro industry code is FSABADAD, Private Banking Advisory & Discretionary Portfolio Management, with a secondary code of FSAEABAC, Private Banking & UHNW Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6282.