Overview
Assets Under Management: $399 million
Headquarters: FAIRHOPE, AL
High-Net-Worth Clients: 18
Average Client Assets: $8 million
Frequently Asked Questions
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106454), HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C. is subject to fiduciary duty under federal law.
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C. is headquartered in FAIRHOPE, AL.
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C. serves 18 high-net-worth clients according to their SEC filing dated April 22, 2025. View client details ↓
According to their SEC Form ADV, HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C. offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C. manages $399 million in client assets according to their SEC filing dated April 22, 2025.
According to their SEC Form ADV, HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C. serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.40
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 209
Discretionary Accounts: 209
Regulatory Filings
CRD Number: 106454
Filing ID: 1981667
Last Filing Date: 2025-04-22 12:19:00
Website: https://hayekkallen.com