MINNEAPOLIS, MNCRD 306877Latest ADV March 25, 2026
Hays Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Minneapolis, MN. Its latest Form ADV filing, dated March 25, 2026, reports $7.5B in regulatory assets under management, 12 employees, 3 offices, and 687 accounts.
Assets Under Management
$7.5B
Employees
12
Offices
3 offices
Total Clients
572
Primary office
MINNEAPOLIS, MN
901 S. MARQUETTE AVENUE, SUITE 2820, MINNEAPOLIS, MN, United States
Top client segmentIndividuals represent 52.8% of total clients.
Top client categories% of clientsClients
1
Individuals
52.8%
302
2
Pension Plans
41.3%
236
3
HNWI
5.9%
34
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$7.5Bas of March 25, 2026
Discretionary33.0%
$2.5B
33% of total RAUM33.0%
Non-discretionary67.0%
$5.0B
67% of total RAUM67.0%
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.
Total AUM$7.5B
Total Accounts687
10Y AUM Change+$7.5B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee48:1
10Y Employee Change+6 (+100.0%)
* 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.