Firm profile

HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.

FAIRHOPE, ALCRD 106454Latest ADV March 27, 2026

Hayek Kallen Investment Management L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fairhope, AL. Its latest Form ADV filing, dated March 27, 2026, reports $424M in regulatory assets under management, 3 employees, 1 office, and 201 accounts.

Assets Under Management
$424M
Employees
3
Offices
1 office
Total Clients
200
Primary office
FAIRHOPE, AL
50 SOUTH CHURCH STREET, SUITE C, FAIRHOPE, AL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMargaret S. Allison

Advisory services offered

2 types reported
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 89.5% of total clients.
Top client categories% of clientsClients
1
Individuals
89.5%
179
2
HNWI
10.5%
21
Categories with <5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$424Mas of March 27, 2026
Discretionary100.0%
$424M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$424M
Total Accounts201
10Y AUM Change+$151M (+55.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee67:1
10Y Employee Change-1 (-25.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.