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Hays Financial Group, LLC

Hays Financial Group, LLC. CRD 306877

Hays Financial Group, LLC logo

CRD: 306877

Hays Financial Group, LLC

Minneapolis, MN, 55402
6123739863
www.haysfinancialgroup.com
$7.5B Total AUM
$2.5B Disc. AUM
34.2% 3Y CAGR
12 Employees
572 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Empower · Fidelity/NFS · LPL Financial
Clients
Retail and Institutional
Platforms
Optima elementHarbor +more
Established Date
01-04-2021
Office Locations
3

Office Locations

2810 N. Parham RD Suite 200 Richmond VA
901 S. Marquette Avenue Suite 1990 Minneapolis MN
-- Saint Louis MO

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.

Team overview

43 AVG AGE
$1.2B AVG AUM / ADVISOR
$13.0M AVG AUM / CLIENT
3.1 yrs AVG TENURE
12 Employees
6 Advisory Reps
6 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Fusion pioneer Wave

Client Personas

Pathway

Custodian

Momentum Delta vital Timber ridge Insight

Investment Themes

Pathway crest

Investment Vehicles

Frontier north

Services

Crest Delta signal Matrix vector Atlas horizon Insight focus Foundation

Technology

Beacon Atlas prime Focus

Owner & Executives

J

JAMES P MILEY

Chief Compliance Officer, MANAGING DIRECTOR

CRD
#5265672
Ownership
10% but less than 25%
(977) 419-7301
optima.peak@ridgecapital.com
in linkedin.com/in/harbor-alpha
BRIAN JEROLD WHINNERY

BRIAN JEROLD WHINNERY

President

CRD
#5884103
Ownership
10% but less than 25%
(830) 869-4456
unison.oak@vertexcapital.com
in linkedin.com/in/timber-beacon

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Contacts

Bryon Andrew Eggan

Bryon Andrew Eggan

--

CRD
#5270308
(703) 955-2523
ember.quantum@beaconcapital.com
in linkedin.com/in/vertex-oak
Matthew William Hogan

Matthew William Hogan

--

CRD
#4260849
(251) 831-7013
vector.focus@primecapital.com
in linkedin.com/in/summit-quantum
H

Harbor unison

Optima pathway

CRD
#54991
(975) 370-2164
foundation.focus@wavecapital.com
in linkedin.com/in/momentum-catalyst

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-28-2022
04-24-2023
05-29-2024
12-24-2025
03-25-2026
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

Total SMA Asset: $7,450,399,384

$7.5B Total SMA
Public Funds:
31.9%
Cash:
28.2%
Equity - Exchange:
8.2%
Private Funds:
31.7%
Asset class Assets Assets %
Public Funds $1,349,346,761 31.9%
Cash $1,192,839,456 28.2%
Equity - Exchange $346,854,026 8.2%
Private Funds $1,340,886,907 31.7%
Total $4,229,927,150 100.0%

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