CRD: 106454
Hayek Kallen Investment Management L.l.c.
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Morgan Stanley · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-03-1985
- Office Locations
- 1
Office Locations
About Hayek Kallen Investment Management L.l.c.
Hayek Kallen Investment Management is a Fairhope, Alabama RIA (founded 1985) serving select families, individuals, and institutions. The firm designs tax-efficient, long-term strategies using fundamental security analysis and a balanced-value approach, managing individualized stock and bond portfolios with significant ETF use. It emphasizes conflict-free fiduciary guidance focused on preserving and growing client capital.
Reported data analysis
What the numbers show
Between April 22, 2025 and March 27, 2026, reported AUM increased 6.4%, from $399.0M to $424.4M.
Across 5 reported observations, AUM increased 9.7% between March 23, 2022 and March 27, 2026, from $387.0M to $424.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 200 clients, or 200 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 1 reported office location and 41 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
ERIC OAKS KALLEN
President
- CRD
- #2719419
- Ownership
- 75% or more
MARGARET S ALLISON
Chief Compliance Officer, DIRECTOR OF CLIENT SERVICES
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Alexander Theo Theodore
Associate
- CRD
- #7155662
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $424,384,289 | $2,111,365 |
| Non-Discretionary | $0 | -- |
| Total | $424,384,289 | $2,111,365 |
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Separately Managed Accounts
SMA allocation detail is available
Hayek Kallen Investment Management L.l.c. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Hayek Kallen Investment Management L.l.c.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.