Hayes Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rochester, NY. Its latest Form ADV filing, dated March 26, 2026, reports $117M in regulatory assets under management, 4 employees, and 286 accounts.
Assets Under Management
$117M
Employees
4
Offices
--
Total Clients
112
Primary office
ROCHESTER, NY
400 ANDREWS STREET, SUITE 600, ROCHESTER, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.1% of total clients.
Top client categories% of clientsClients
1
Individuals
74.1%
83
2
HNWI
25.9%
29
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$117Mas of March 26, 2026
Discretionary79.1%
$92M
79% of total RAUM79.1%
Non-discretionary20.9%
$24M
21% of total RAUM20.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$117M
Total Accounts286
10Y AUM Change+$35M (+42.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee28:1
10Y Employee Change+1 (+33.3%)
* 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.