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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- InsightCatalyst
- Established Date
- 06-01-2006
- Office Locations
- 1
Office Locations
About Hayes Asset Management, LLC
Hayes Asset Management, LLC is a Rochester, NY investment manager serving retail and institutional clients with a bottom-up, fundamental value approach. Research starts with a daily screen for securities hitting new lows, followed by SEC filing review and direct company outreach. Portfolios are implemented primarily with ETFs alongside fixed income; custody includes Charles Schwab. The firm publishes a quarterly market and investment newsletter for clients.
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Owner & Executives
CHRISTOPHER CHARLES HAYES
Chief Compliance Officer, Chief Executive Officer, President, Principal
- CRD
- --
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,207,603 | $341,510 |
| Non-Discretionary | $24,423,260 | $1,526,454 |
| Total | $116,630,863 | $407,800 |
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Separately Managed Accounts
Total SMA Asset: $116,630,863
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $435,642,969 | 17.2% |
| U.S. Government/Agency | $574,947,407 | 22.7% |
| Cash | $288,740,107 | 11.4% |
| Corporate - Investment Grade | $633,201,990 | 25.0% |
| Municipal Bonds | $159,566,901 | 6.3% |
| Other | $440,708,586 | 17.4% |
| Total | $2,532,807,960 | 100.0% |