Hayes Asset Management, LLC
SEC RegisteredInvesting for the future.
About the firm
Hayes Asset Management offers highly focused value investment strategies seeking superior long-term performance. The firm's investment philosophy is based on bottom-up, fundamental value investing, choosing investments on the basis of value, not popularity.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized investment portfolios, value investment strategies, and a quarterly newsletter highlighting investments, trends, market conditions, and other related issues.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 83 | $19M |
| High Net Worth Individuals | 29 | $98M |
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Equity/Balanced/Asset Allocation/401(k)/Mutual Fund - First $2,000,000 | 1.00% |
| Equity/Balanced/Asset Allocation/401(k)/Mutual Fund - Next $3,000,000 | 0.75% |
| Equity/Balanced/Asset Allocation/401(k)/Mutual Fund - Next $5,000,000 | 0.50% |
| Equity/Balanced/Asset Allocation/401(k)/Mutual Fund - Over $10,000,000 | 0.40% |
| Fixed Income - First $2,000,000 | 0.60% |
| Fixed Income - Next $3,000,000 | 0.50% |
| Fixed Income - Next $5,000,000 | 0.40% |
| Fixed Income - Over $10,000,000 | 0.30% |
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Hayes Asset Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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