RUFUS HAYES ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- NEW BRAUNFELS, Texas
- CRD number
- 171421
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Rufus Hayes Asset Management, LLC is a small, fee-based registered investment adviser organized as an LLC that provides discretionary portfolio management for individuals and small businesses. The firm runs equity-first portfolios delivered primarily through separately managed accounts, with a clear preference for exchange-traded equities as the dominant exposure. Rufus Hayes Asset Management charges fees as a percentage of assets under management and is not positioned as an active ESG investor. While the firm uses third‑party managers for certain alternative exposures, it does not present itself as a capital allocator in the institutional sense.
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 Equities90%
- Cash & Cash Equivalents10%
Contacts
1 of 1GREGORY SNIDER
PrincipalCRD 5388927
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEW BRAUNFELS, TX
COMAL
Location
NEW BRAUNFELS, TX
Headquartered in NEW BRAUNFELS, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- COMAL
- Address
- 1259 300
- Time zone
- CT (UTC-6)
- Office locations
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