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- Custodian
- Charles Schwab & Company ยท Equity Trust
- Clients
- Retail and Institutional
- Platforms
- VertexInsight fusion
- Established Date
- 02-22-2010
- Office Locations
- 3
Office Locations
About Hayden Harper Wealth Advisory, LLC
Hayden Harper Wealth Advisory is an independent Charlotte-based firm serving entrepreneurs, their families, and small to mid-size businesses with family office support, business advisory, and in-house tax compliance, planning, and advisory. The practice pairs financial planning and portfolio construction with a multi-asset approach (including ETFs and fixed income) and commonly custodies assets at Charles Schwab.
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Owner & Executives
MICHAEL DAVID FOX
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4283879
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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SCOTT CARMEN CANNADY
Partner
- CRD
- #5037563
MICHAEL DAVID FOX
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4283879
Eagle pathway
Ember atlas
- CRD
- #53471
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $171,126,193 | $842,986 |
| Non-Discretionary | $0 | -- |
| Total | $171,126,193 | $842,986 |
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Separately Managed Accounts
Total SMA Asset: $153,944,320
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $630,682,162 | 11.9% |
| Cash | $911,574,217 | 17.2% |
| Municipal Bonds | $1,256,064,473 | 23.7% |
| Corporate - Investment Grade | $1,404,460,276 | 26.5% |
| Private Funds | $773,778,114 | 14.6% |
| U.S. Government/Agency | $323,290,857 | 6.1% |
| Total | $5,299,850,099 | 100.0% |