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 an independent, SEC-registered investment adviser organized as an LLC and operating since 1985. The firm is owned by an individual and concentrates on serving individual and family clients. Its advisory services include portfolio management for individuals and small businesses as well as portfolio management for pooled investment vehicles. Fee structures reported include percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not listed as a capital allocator or pension consultant in the available data.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 22Active vs passive
$30.4M in ETFs
70%
$21.3M
16%
$9.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $6.4M | 63,313 | 20.99% |
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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