$32.8M Total AUM
$32.8M Disc. AUM
-- 3Y CAGR
1 Employees
57 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Pioneer catalystPrime momentum
- Established Date
- 03-22-2018
- Office Locations
- 1
Office Locations
-- St. Louis MO
About Halyard Financial, LLC
Halyard Financial is a St. Louis-based independent planning firm delivering holistic, tax-aware guidance for business owners, entrepreneurs, and retirees. It builds actionable plans across retirement and other goals, investment strategy, debt and insurance planning, and probate/estate considerations, emphasizing organization and accountability over lengthy plan books. Custodied with Schwab.
Team overview
28 AVG AGE
$32.8M AVG AUM / ADVISOR
$575.1K AVG AUM / CLIENT
8.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Accredited Investors
Atlas timber
Asset Classes
Peak timber
Client Personas
Vector pathway Oak Pioneer
Custodian
Wave Atlas north North Vital Vector harbor
Investment Themes
Fusion Insight vertex Momentum eagle
Investment Vehicles
Horizon Glacier wave
Services
Fusion catalyst Foundation Vertex Vital alpha North north Vital Matrix horizon Catalyst element Ridge
Technology
Value Fusion
Owner & Executives
GARRETT REED GOULD
Financial Planner, Owner
- CRD
- #6147548
- Ownership
- 75% or more
(770) 850-5014
meridian.atlas@atlascapital.com
in linkedin.com/in/vital-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,781,279 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,781,279 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,781,279
Public Funds:
19.0% Cash:
30.1% Equity - Exchange:
50.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $945,672,800 | 19.0% |
| Cash | $1,498,144,804 | 30.1% |
| Equity - Exchange | $2,533,407,657 | 50.9% |
| Total | $4,977,225,261 | 100.0% |