Hyams Investments, Inc.

RIASEC Registered
Total AUM
$62M
Discretionary
$62M
100% of AUM
Avg account
$1.3M
Accounts
48
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
121932
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI68.23%
  • Corporations / Businesses31.77%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Hyams Investments, Inc. is an owner-operated corporate registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm runs a fee model that combines a percentage-of-assets approach with performance-based fees for certain clients, which suggests they offer both standard advisory mandates and arrangements tied to outperformance. Hyams favors equity-centered management: exchange-traded equities are the dominant exposure and are used as the primary vehicle to implement strategy. The adviser does not position itself as an ESG investor and operates from a single-state footprint rather than as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Warren Hyams

    Warren Hyams

    DirectorCRD 4589164

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth