Hegdahl Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$44,835,662
Clients
37
Advisors
1
across 2 offices
About
Hegdahl Investment Management provides discretionary investment management and consultative financial planning to individuals and a range of institutional clients, including corporate pension and profit‑sharing plans, private foundations, endowments, and nonprofit organizations. The firm reports approximately $44.8 million in regulatory assets under management and additionally advises retirement-plan assets under an ERISA 3(21) arrangement.
The firm’s investment process is driven by macroeconomic analysis and a diversification-focused approach consistent with modern portfolio theory, implemented primarily through ETFs, mutual funds, and separately managed accounts tailored to client risk tolerances. Portfolios are managed with attention to tax consequences and may employ tactical measures — for example, covered-call or collar strategies and managing around legacy positions — with periodic reviews performed on a regular schedule.
Notably, Hegdahl routinely serves retirement-plan clients as an ERISA 3(21) adviser and reports a material amount of assets as Assets Under Advisement, a service offered by a minority of independent, single-advisor firms. It operates as a solo practice with documented safeguards around direct fee deductions (including custodian notice and itemized invoicing) and maintains legacy fee arrangements for long‑standing clients.
Client services
Expertise
Fee options
Legacy flat fee arrangements for one defined contribution retirement plan; not typically entered into new engagements.
$0 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.45% $10,000,001+: 0.25%
Account minimum: $1,765,000 approximate based on $15,000 minimum annual fee capped at 2.00% of assets under management Minimum fee: $15,000 minimum annual fee for new investment advisory relationships (waivable/negotiable) Fee-only: Standard investment advisory fee based on assets under management; financial planning included in advisory fee; no standalone financial planning fee.
Main office
See officeSeattle WA
Advisors at this office
1
Most active in
Washington
Also doing business as
Hegdahl Investment Management, LLC · Hegdahl, Paul J · Pineberra Investment Managment · Pineberra, LLC · Silesia Investment Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Paul H
CFA®
Seattle, WA
Hegdahl Investment Management, LLC
Paul Hegdahl is the principal of Hegdahl Investment Management, LLC and holds the CFA® designation with 12 years of industry experience. He previously worked at Amazon from 2016 to 2024 before focusing full-time on his independent advisory firm. Hegdahl Investment Management provides discretionary investment management and consultative financial planning to individuals and various institutional clients, including corporate pension plans, private foundations, and nonprofit organizations. The firm employs a macroeconomic-driven, diversification-focused investment approach using ETFs, mutual funds, and separately managed accounts tailored to client risk tolerances.
Myles B
Series 65
Fairbanks, AK
Hegdahl Investment Management, LLC
Myles Brady is a financial advisor with Hegdahl Investment Management, LLC in Fairbanks, Alaska. He holds a Series 65 credential and has been working in the industry since 2026. Prior to entering financial advising, he spent 12 years at Amazon.com. Hegdahl Investment Management provides discretionary investment management and consultative financial planning to individuals and a range of institutional clients, including corporate pension and profit-sharing plans, private foundations, endowments, and nonprofit organizations. The firm employs a macroeconomic-driven, diversification-focused investment approach using ETFs, mutual funds, and separately managed accounts tailored to client risk tolerances.
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