RUFUS HAYES ASSET MANAGEMENT, LLC

RIASEC Registered
Total AUM
$20.3M
Discretionary
$20.3M
100% of AUM
Avg account
$1.5M
Accounts
14
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • GREGORY SNIDER

    PrincipalCRD 5388927

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth