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Hayek Kallen Investment Management LLC
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CRD # | 106454 |
SEC # | 801-23973 |
CIK # | 0001430681 |
AUM | $396.4 MM (2024-03-27) |
Employees | 3 (33% Investors, 0% Brokers) |
Phone | 251-928-8999 |
Address | 50 South Church Street Fairhope, AL 36532-2350 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 0.0 | |
MSFT | 1,918,222.4 | 0.0 | |
GOOGL | 1,475,138.5 | 0.0 | |
WM | 61,816.0 | 0.0 | |
NVDA | 399,550.0 | 0.0 | |
WMT | 335,434.5 | 0.0 | |
NVO | 245,328.6 | 0.0 | |
ORCL | 182,760.6 | 0.0 | |
TMO | 209,733.6 | 0.0 | |
V | 419,260.5 | 0.0 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 190 | 239.9 |
(b) Individuals (high net worth individuals) | 19 | 148.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 1.7 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 6.5 |
(n) Other | 0 | 0.0 |
Total | 213 | 396.4 |
By Discretionary | ||
Discretionary | 213 | 396.4 |
Non-Discretionary | 0 | 0.0 |
Total | 213 | 396.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 396.4 | |
Total | 213 | 396.4 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001430681] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Westward Investment Advisory LLC
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|
KS | 0.4 |
Evergreen Advisors LLC
✚
|
TN | 0.4 |
Headwater Investment Consulting Inc
✚
|
OR | 0.4 |
American Assets Capital Advisers LLC
✚
|
CA | 0.4 |
Allodium Investment Consultants LLC
✚
|
MN | 0.4 |
Humankind Investments LLC
✚
|
NY | 0.4 |
Gray Private Wealth LLC
✚
|
MA | 0.4 |
Value Aligned Research Advisors LLC
✚
|
NJ | 0.4 |
Richards Merrill & Peterson Inc
✚
|
WA | 0.4 |
Gold Investment Management Ltd
✚
|
0.4 |