CRD: 306877
Hays Financial Group, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Empower · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-04-2021
- Office Locations
- 2
Office Locations
About Hays Financial Group, LLC
Hays Financial Group, LLC advises employers on retirement and benefits plans, delivering plan design, fiduciary consulting, governance and proactive participant education across defined contribution, defined benefit and non-qualified plans, plus executive life insurance. The firm supports employees with personalized financial coaching, retirement planning, and investment education, with bilingual service in English and Spanish.
Reported data analysis
What the numbers show
Between December 24, 2025 and March 25, 2026, reported AUM increased 22.3%, from $6.1B to $7.5B.
Across 5 reported observations, AUM increased 304.7% between November 28, 2022 and March 25, 2026, from $1.8B to $7.5B.
Of the latest reported AUM, 33.0% is discretionary and 67.0% is non-discretionary.
The firm reports 6 advisory representatives and 572 clients, or 95.3 clients per representative. That equates to $13.0M in reported AUM per client.
The profile lists 2 reported office locations and 5 years in operation. The source data was last updated on March 25, 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
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
JAMES P MILEY
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #5265672
- Ownership
- 10% but less than 25%
BRIAN JEROLD WHINNERY
President
- CRD
- #5884103
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Bryon Andrew Eggan
Vice President & Retirement Plan Consultant
- CRD
- #5270308
GREGORY ALAN KLEIN
VP - Employee Engagement & Advice
- CRD
- #4651073
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,458,486,996 | $15,175,846 |
| Non-Discretionary | $4,991,912,388 | $9,508,405 |
| Total | $7,450,399,384 | $10,844,832 |
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Separately Managed Accounts
SMA allocation detail is available
Hays Financial Group, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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