Hayek Kallen Investment Management L.L.C.
Firm details
- Headquarters
- Fairhope, Alabama
- CRD number
- 106454
- Registered since
- July 3, 1985
- Website
- hayekkallen.com
- Custodians
- CHARLES SCHWAB & CO., INC., TD AMERITRADE, INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals55.5%
- HNWI43.95%
- Pension & Profit Sharing Plans0.55%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Hayek Kallen Investment Management L.L.C. is a privately held LLC that has been SEC-registered since 1985 and focuses on advisory relationships with individuals and families. The firm charges a mix of percentage-of-AUM fees plus hourly and fixed fees, and it provides portfolio management for individuals/small businesses as well as for pooled investment vehicles. Filings indicate the firm is run by an individual owner, does not position itself as an ESG-focused manager, and is not registered as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents8%
- US Government Bonds4%
- State & Local Bonds3%
Owners & executives
1 of 1
Eric Kallen
President and Chief Investment OfficerCRD 2719419
Contacts
2 of 2
Margaret Allison
Director of Client ServicesCRD 4953581
Alexander Theodore
AssociateCRD 7155662
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$27M in ETFs
72%
$19.4M
16%
$7.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $6.1M | 60,765 | 22.66% |
Location
Fairhope, AL
Baldwin
Location
Fairhope, AL
Headquartered in Fairhope, AL, anchoring the Mobile-Daphne-Fairhope, AL metro in the South.
- Metro area
- Mobile-Daphne-Fairhope, AL
- Region
- South
- County
- Baldwin
- Address
- 50 S Church St
- Time zone
- CT (UTC-6)
- Office locations
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