Sullivan Haymaker

Overview

Sullivan Haymaker operates as a sole-proprietorship independent registered investment adviser serving individual and family clients, with a stated advisory focus on financial planning and portfolio management for individuals and small businesses. The firm’s filings show a predominantly advisory, non-discretionary relationship with clients, which suggests its role is oriented toward advice, planning and execution guidance rather than delegated trading authority. Fee arrangements are flexible: the firm uses a mix of percentage-of-AUM, hourly, fixed-fee and other billing approaches. Sullivan Haymaker is not identified as an active ESG investor and does not report being a multi-state adviser or a capital allocator. An industry affiliation with an insurance company is listed, indicating the firm likely integrates insurance products or works closely with insurance providers as part of client planning.

Assets & Accounts

Location & Offices