# The Healy Group LLC

> The Healy Group LLC is a state-registered investment advisory firm, registered since 1997, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 33062
- Filed as: THE HEALY GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/33062
- AdvisorCensus page: https://advisorcensus.com/firm/the-healy-group-llc-33062

## Quick answers

**How is The Healy Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), The Healy Group LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is The Healy Group LLC registered with the SEC or a state?**
The Healy Group LLC is a state-registered investment advisory firm, registered since 1997. Status as filed: APPROVED. CRD 33062.

**How much does The Healy Group LLC manage?**
The Healy Group LLC reports $18,041,338 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (99% discretionary).

**What types of clients does The Healy Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2); high net worth individuals (2); charitable organizations (1).

**Does The Healy Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/33062

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $18,041,338
- Discretionary: $17,941,338
- Non-discretionary: $100,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $990,438 |
| High net worth individuals | 2 | $16,150,800 |
| Charitable organizations | 1 | $900,100 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1997 (29 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Healy Group LLC (CRD 33062): Form ADV filing data as of October 2026.