A complete list of active advisors currently associated with HK Private Client, LLC

Warmer can help you find a great advisor at HK Private Client, LLC or one who fits your needs even better.

HK Private Client is a small, supported registered investment adviser that serves individual and high‑net‑worth clients with discretionary portfolio management and financial planning services. The firm provides portfolio evaluation, strategic asset allocation, security selection, and ongoing monitoring, and it integrates financial planning into its advisory relationships while also offering standalone planning engagements. The firm tailors advice to each client's objectives, risk tolerance, and financial circumstances and uses a mix of quantitative tools — including optimization algorithms, model-driven analysis, technical analysis, and third‑party software — to construct and monitor portfolios. Accounts are managed on a discretionary basis and may include equities, mutual funds, ETFs, fixed income, and the occasional use of option strategies (such as covered calls) and limited leverage via ETFs or third‑party managers. What is noteworthy for a firm of this size is that an owner is also a licensed insurance agent and may recommend insurance products on a fully disclosed commission basis, a relationship the firm acknowledges as a potential conflict and says it addresses through disclosure and internal policies. The firm, founded recently, also recommends an institutional custodian and participates in institutional programs that provide custodial and research services (soft‑dollar benefits), and it generally packages financial planning into advisory client relationships while billing separately for standalone plans.

To learn more about the advisors currently working at HK Private Client, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.