$133.3M Total AUM
$96.6M Disc. AUM
-- 3Y CAGR
3 Employees
219 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Oak crestFusion north +more
- Established Date
- 10-01-2018
- Office Locations
- 3
Office Locations
-- Dunwoody GA
-- Greenville SC
-- Sandy Springs GA
About Hayes Wealth Advisors, LLC
Hayes Wealth Advisors is a fee-only RIA founded by CFP/CVA Natalie H. Schmook, specializing in helping optometrists build personal wealth beyond their practices. The firm combines holistic financial planning and practice valuation with investment management focused on asset allocation using ETFs and fixed income. Custody includes Schwab and the team offers virtual meetings via Zoom.
Team overview
40 AVG AGE
$66.6M AVG AUM / ADVISOR
$608.5K AVG AUM / CLIENT
4.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Summit Glacier element Pathway Summit Ridge
Client Personas
Vector ember
CRM
Fusion
Custodian
Frontier
Investment Themes
Prime momentum Peak Beacon matrix
Investment Vehicles
Catalyst Foundation vector
Platform
Harbor
Services
Frontier element Quantum Capital summit Radial Meridian Bridge Beacon Signal ember
Technology
Legacy Legacy value North vertex
Owner & Executives
NATALIE HAYES SCHMOOK
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #5185232
- Ownership
- 75% or more
(496) 537-8891
vital.alpha@primecapital.com
in linkedin.com/in/capital-capital
E
ERIC ALAN SCHMOOK
Managing Director
- CRD
- --
- Ownership
- 5% but less than 10%
(602) 888-9931
bridge.delta@optimacapital.com
in linkedin.com/in/peak-timber
Showing 2 of 2 owners & executives
Unlock allContacts
A
Alexis Gonzalez
--
- CRD
- #8085567
(402) 539-9410
wave.delta@vectorcapital.com
in linkedin.com/in/quantum-atlas
L
Laura Rayne Rosenberg
--
- CRD
- #7814258
(505) 951-8957
signal.focus@alphacapital.com
in linkedin.com/in/oak-unison
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,597,784 | $156,055 |
| Non-Discretionary | $36,662,770 | $748,220 |
| Total | $133,260,554 | $199,492 |
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Separately Managed Accounts
Total SMA Asset: $133,260,554
Equity - Exchange:
28.2% Public Funds:
15.8% Corporate - Investment Grade:
26.3% U.S. Government/Agency:
6.3% Cash:
23.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $386,711,907 | 28.2% |
| Public Funds | $216,668,374 | 15.8% |
| Corporate - Investment Grade | $360,656,850 | 26.3% |
| U.S. Government/Agency | $86,393,086 | 6.3% |
| Cash | $320,888,603 | 23.4% |
| Total | $1,371,318,820 | 100.0% |