Overview
Assets Under Management: $7.5 billion
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 34
Average Client Assets: $2.1 million
Frequently Asked Questions
HAYS FINANCIAL GROUP, LLC 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 #306877), HAYS FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
HAYS FINANCIAL GROUP, LLC is headquartered in MINNEAPOLIS, MN.
HAYS FINANCIAL GROUP, LLC serves 34 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, HAYS FINANCIAL GROUP, LLC offers financial planning, portfolio management for institutional clients, and pension consulting services. View all service details ↓
HAYS FINANCIAL GROUP, LLC manages $7.5 billion in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, HAYS FINANCIAL GROUP, LLC serves institutional clients and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.95%
Average Client Assets: $2.1 million
Total Client Accounts: 687
Discretionary Accounts: 162
Non-Discretionary Accounts: 525
Regulatory Filings
CRD Number: 306877
Filing ID: 2065140
Last Filing Date: 2026-03-25 08:49:33