Hayek Kallen Investment Management LLC

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Assets, Funds, Holdings

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Hayek Kallen Investment Management LLC
CRD #106454
SEC #801-23973
CIK #0001430681
AUM $396.4 MM (2024-03-27)
Employees 3 (33% Investors, 0% Brokers)
Phone251-928-8999
Address50 South Church Street
Fairhope, AL 36532-2350
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
4003202401608002001200920172025
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 ($MM)
3002401801206002013201720212025
AUM Breakdown Accounts AUM ($MM)
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
13F-HR [0001430681]
Comparable Firms State AUM ($BB)
Westward Investment Advisory LLC
KS 0.4
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TN 0.4
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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
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