Alexander
Theodore

Hayek Kallen Investment Management L.L.C

CRD#7155662
Investment Advisor
in Fairhope, AL

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About this Advisor

Alexander Theodore is a financial advisor based in Fairhope, Alabama, working with Hayek Kallen Investment Management L.L.C. Alexander has previously held positions at Hayek Kallen Investment Management LLC, National Camp Series, University Of South Alabama Academic Success Department, University Of South Alabama Athletics Department, University Of South Alabama Recreation Department, University Of South Alabama, University Of Florida, and as a full-time student. Alexander has passed the Series 65 regulatory exam and is registered to provide services in Alabama and Florida. Currently, Alexander is part of Hayek Kallen Investment Management L.L.C, which operates out of Fairhope, Alabama. The firm has 1 office and 3 employees. The firm manages assets totaling $396.4 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. The fee structure at Hayek Kallen Investment Management L.L.C includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

50 S. Church Street Suite C
Fairhope, AL 36532

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Hayek Kallen Investment Management L.L.C Brokerage Details

Total Assets Under Management

$396,356,000

AL Average: $1,620,585,161
Total Number of Employees

3

AL Average: 52
Total Number of Accounts

213

AL Average: 1,560
Average Account Size

$1,860,826

AL Average: $1,038,837

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Alexander Theodore Work History

2019 - Present (5 years)

Hayek Kallen Investment Management LLC

2018 - 2018 (< 1 year)

University Of Florida

2016 - 2017 (1 year)

University Of South Alabama Recreation Department

2015 - 2017 (2 years)

University Of South Alabama Academic Success Department

2015 - 2017 (2 years)

University Of South Alabama Athletics Department

2014 - 2015 (1 year)

National Camp Series

2014 - 2017 (3 years)

University Of South Alabama

2009 - 2014 (5 years)

Full Time Student

Disclosures

Please visit the SEC profile of Alexander Theodore to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hayek Kallen Investment Management L.L.C

Alexander Theodore
Fairhope, AL
Eric Kallen
Beaufort, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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