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Hayek Kallen Investment Management L.L.C.

● SEC registered since 1985CRD 106454SEC# 801-23973Fairhope, AL
Export (members)
Reg. AUM
$424.4M
Employees
3
Accounts
201
Location
Fairhope, AL

Hayek Kallen Investment Management L.L.C. assets under management

Hayek Kallen Investment Management L.L.C. operates as an SEC-registered investment adviser based in Fairhope, AL. The firm has been registered since 1985. It reports $424.4 million in regulatory assets under management and employs 3 people.

Hayek Kallen Investment Management L.L.C. owners & executives

2 reported
NameTitleOwnershipSince
Eric Oaks Kallen ControlMemberOver 75%2003
Margaret S Allison ControlChief Compliance OfficerUnder 5%2010

Frequently asked questions

How much does Hayek Kallen Investment Management L.L.C. manage?

Hayek Kallen Investment Management L.L.C. reports $424.4 million in regulatory assets under management on its Form ADV.

How many employees does Hayek Kallen Investment Management L.L.C. have?

Hayek Kallen Investment Management L.L.C. reports 3 employees.

Where is Hayek Kallen Investment Management L.L.C. located?

Hayek Kallen Investment Management L.L.C. is based in Fairhope, AL and has been SEC-registered since 1985.

Does Hayek Kallen Investment Management L.L.C. disclose fund performance?

Hayek Kallen Investment Management L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address50 South Church Street, Suite C, Fairhope, AL 36532-2350
Phone251-928-8999
Office hours9:00a.m. - 4:00p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1430681
Discloses disciplinary historyNo

Regulatory AUM

$424.4M▲ 6%
Apr '25 — $399MMay '25 — $399MJun '25 — $399MJul '25 — $399MAug '25 — $399MSep '25 — $399MOct '25 — $399MNov '25 — $399MDec '25 — $399MJan '26 — $399MFeb '26 — $399MMar '26 — $424.4MApr '26 — $424.4MMay '26 — $424.4MJun '26 — $424.4M
Apr '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$424.4Mregulatory AUM
Discretionary $424.4M