Hays Advisory LLC

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Assets, Funds, Holdings

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Hays Advisory LLC
CRD #113713
SEC #801-60453
CIK #0001175130
AUM
Employees 10 (40% Investors, 30% Brokers)
Phone615-467-6070
Address436 Main Street
Franklin, TN 37064
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
19001520114076038001999200720152024
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 1,167 254.0
(b) Individuals (high net worth individuals) 8 26.6
(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 13 5.6
(h) Charitable organizations 3 1.1
(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 28 5.6
(n) Other 0 0.0
Total 1,219 292.8
By Discretionary
Discretionary 1,219 292.8
Non-Discretionary 0 0.0
Total 1,219 292.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 292.8
Total 1,219 292.8
EDGAR Form CIK 2011 - 2025
13F-HR [0001175130]
SC 13G [0001175130]
Form 13D/13G Filer Form 13D/13G Subject Filed
Hays Advisory LLC First Trust Exchange-Traded Fund VII [2017-06-09]
Hays Advisory LLC First Trust Exchange-Traded Fund VII [2016-05-20]
Hays Advisory LLC First Trust Exchange-Traded Fund VII [2016-05-17]
Hays Advisory LLC First Trust Exchange-Traded Fund IV [2016-04-11]
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