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Hays Financial Group, LLC

● SEC registered since 2021CRD 306877SEC# 801-118389Minneapolis, MN
Export (members)
Reg. AUM
$7.45B
Employees
12
Accounts
687
Location
Minneapolis, MN

Hays Financial Group, LLC assets under management

Hays Financial Group, LLC is an investment advisory firm registered with the SEC based in Minneapolis, MN. The firm has been registered since 2021. It reports $7.5 billion in regulatory assets under management and employs 12 people.

Hays Financial Group, LLC owners & executives

5 reported
NameTitleOwnershipSince
Brian Jerold Whinnery ControlMember / President10-25%2020
James P Miley ControlMember / Managing Director / Chief Compliance Officer10-25%2020
New Nine Inc. ControlManaging Member50-75%2020
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Frequently asked questions

How much does Hays Financial Group, LLC manage?

Hays Financial Group, LLC reports $7.5 billion in regulatory assets under management on its Form ADV.

How many employees does Hays Financial Group, LLC have?

Hays Financial Group, LLC reports 12 employees.

Where is Hays Financial Group, LLC located?

Hays Financial Group, LLC is based in Minneapolis, MN and has been SEC-registered since 2021.

Does Hays Financial Group, LLC disclose fund performance?

Hays Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address901 S. Marquette Avenue, Suite 2820, Minneapolis, MN 55402
Phone(612) 373-9863
Office hours8:30a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$7.45B▲ 22%
Mar '25 — $6.09BApr '25 — $6.09BMay '25 — $6.09BJun '25 — $6.09BJul '25 — $6.09BAug '25 — $6.09BSep '25 — $6.09BOct '25 — $6.09BNov '25 — $6.09BDec '25 — $6.09BJan '26 — $6.09BFeb '26 — $6.09BMar '26 — $7.45BApr '26 — $7.45BMay '26 — $7.45BJun '26 — $7.45B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers

Assets under management

$7.45Bregulatory AUM
Discretionary $2.46BNon-discretionary $4.99B