Hayek Kallen Investment Management L.L.C. is a large advisory firm based in Fairhope. It manages $285.69 million of regulatory assets for 223 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Alabama, Florida, Georgia, and 6 other states.
Hayek Kallen Investment Management L.L.C provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hayek Kallen Investment Management L.L.C. is $285.69 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 165% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Hayek Kallen Investment Management L.L.C. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Hayek Kallen Investment Management L.L.C is individuals with 210 clients and $226.99 million of assets under management. Among the 8 most similar advisory firms, Hayek Kallen Investment Management L.L.C has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $284.05 million for 221 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Hayek Kallen Investment Management L.L.C doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Hayek Kallen Investment Management L.L.C. performs its advisory services is located at 50 South Church Street, Fairhope, AL 36532 2350, which is also the mailing address of the firm. An additional office of the firm is in Charlottesville, VA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 251-928-8999 or by fax (888) 434-5159. The normal business hours are 9:00am - 4:00pm on Monday - Friday. You can find more information about the New York firm at hayekkallen.com/.