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| Happy Holidays!! thanks for using AUM13F!! |
| Hayek Kallen Investment Management LLC
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| CRD # | 106454 |
| SEC # | 801-23973 |
| CIK # | 0001430681 |
| AUM | $399.0 M (2025-04-22) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 251-928-8999 |
| Address | 50 South Church Street Fairhope, AL 36532-2350 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001430681 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AbbVie Inc | 6.2 | ||
| Johnson & Johnson | 5.6 | ||
| Philip Morris International Inc | 5.5 | ||
| Coca Cola Co | 5.5 | ||
| Amazon Com Inc | 5.2 | ||
| Caterpillar Inc | 5.0 | ||
| Verizon Communications Inc | 5.0 | ||
| Novartis AG | 4.7 | ||
| Union Pacific Corp | 4.6 | ||
| Thermo Fisher Scientific Inc | 4.1 | ||
| PepsiCo Inc | 3.5 | ||
| McDonalds Corp | 3.5 | ||
| BP PLC | 3.4 | ||
| Novo Nordisk A S | 3.3 | ||
| Accenture PLC | 2.9 | ||
| Southern Co | 2.7 | ||
| Pfizer Inc | 2.6 | ||
| Altria Group Inc | 2.5 | ||
| Cisco Systems Inc | 2.2 | ||
| AT&T Inc | 2.0 | ||
| Exxon Mobil Corp | 2.0 | ||
| Merck & Co Inc | 1.9 | ||
| Lowes Companies Inc | 1.9 | ||
| Chevron Corp | 1.9 | ||
| Home Depot Inc | 1.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 190 | 247.9 |
| (b) Individuals (high net worth individuals) | 18 | 149.2 |
| (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 | 1.9 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 209 | 399.0 |
| By Discretionary | ||
| Discretionary | 209 | 399.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 209 | 399.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 399.0 | |
| Total | 209 | 399.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001430681] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pitzl Financial LLC
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|
MN | 0.4 |
|
Measured Risk Portfolios Inc
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CA | 0.4 |
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Kestrel Partners LLP
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0.4 | |
|
Terra Wealth Management LLC
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NC | 0.4 |
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Pavion Blue Capital LLC
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CA | 0.4 |
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Elevated Financial Group LLC
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IN | 0.4 |
|
Lifestyle Asset Management Inc
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TX | 0.4 |
|
Zullo Investment Group Inc
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|
PA | 0.4 |
|
Bankoh Investment Services Inc
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|
HI | 0.4 |
|
PhD Consulting LLC
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|
KS | 0.4 |