CRD: 171421
Rufus Hayes Asset Management, LLC
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-11-2014
- Office Locations
- 1
Office Locations
About Rufus Hayes Asset Management, LLC
Rufus Hayes Asset Management, LLC is a Texas-based RIA serving retail clients with a bottom-up, fundamental value-investing approach focused on buying based on value rather than popularity. The firm starts with daily screens for securities hitting new lows, then reviews SEC filings and company disclosures and may contact companies directly as part of due diligence. Portfolios are often implemented primarily with ETFs, with custody through firms such as Schwab.
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Client Personas
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Investment Themes
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Services
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Owner & Executives
GREGORY SCOTT SNIDER
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5388927
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,319,032 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,319,032 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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