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 who works out of Fairhope, Alabama who has 4 years of industry experience. Theodore is an employee of Hayek Kallen Investment Management L.L.C. Over the course of their career, they have held roles 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 Full Time Student. Theodore has a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in Alabama. Hayek Kallen Investment Management L.L.C is a registered investment firm based out of Fairhope, AL. It has just four advisors. It administers $336 million in assets under management among its 208 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm advises one charitable organizations. Of its 208 accounts, just 7% belong to high-net-worth individuals who have greater than $1 million in assets. The business provides a few services, such as portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees charged by financial advisors typically vary depending on the type of services offered. Fee types billed by Hayek Kallen Investment Management L.L.C most likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

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

$336,407,000

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

4

AL Average: 52
Total Number of Accounts

208

AL Average: 1,560
Average Account Size

$1,617,341

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

Alexander has been registered as a financial advisor for 4 years.*

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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

John Jones
Fairhope, AL
Alexander Theodore
Fairhope, AL
Eric Kallen
Beaufort, VA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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