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
- Unison insightHarbor
- Established Date
- 07-03-1985
- Office Locations
- 2
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.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: $424,384,289
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $114,469,070 | 18.9% |
| Corporate - Investment Grade | $108,412,505 | 17.9% |
| Cash | $106,595,536 | 17.6% |
| U.S. Government/Agency | $109,018,162 | 18.0% |
| Municipal Bonds | $167,161,182 | 27.6% |
| Total | $605,656,455 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY ZENITH | PRIME MERIDIAN | M98JOPLDN | SLW | 5.88% | $53,945,101 |
| WAVE SUMMIT FOUNDATION | FRONTIER VALUE | 2SPSVJ613 | DLCUE | 5.68% | $18,398,540 |
| VITAL FOUNDATION | MATRIX FOCUS | KD1AQX0BZ | FAJFP | 4.70% | $107,233,900 |
| CAPITAL ELEMENT | SIGNAL UNISON | GT9WDVBSJ | AIPF | 4.93% | $64,276,873 |
| BEACON MATRIX | FUSION BEACON | ZMDNRP7LC | GXEA | 0.68% | $114,726,983 |
| PEAK BEACON | PIONEER UNISON | K1R1GJ658 | AAY | 12.12% | $40,163,621 |
| EMBER DELTA PIONEER | HARBOR RADIAL | 6RDTMOEPC | JEUD | 11.39% | $22,345,910 |
| ALPHA SIGNAL | VALUE LEGACY | OE1V17NYB | DMT | 3.05% | $13,902,392 |