A complete list of active advisors currently associated with Rufus Hayes Asset Management, LLC

Warmer can help you find a great advisor at Rufus Hayes Asset Management, LLC or one who fits your needs even better.

Rufus Hayes Asset Management provides discretionary asset management services to high‑net‑worth individuals, offering customized portfolio construction and wealth‑preservation strategies. The firm manages approximately $20.3 million for ten clients, charges fees based on a percentage of assets under management, and generally requires a minimum account opening balance of $500,000. Investment decisions are informed primarily by fundamental analysis with selective use of technical analysis, favoring long‑term holdings while permitting short‑term trades and periodic rebalancing as needed. Accounts are managed on a discretionary basis, reviewed at least annually (with more frequent or threshold‑driven reviews available), and custody and trade execution are directed through Charles Schwab. The brochure discloses affiliations that are uncommon for a solo independent adviser: the adviser is owned by NB Capital LLC, which also owns another adviser entity, and the firm’s principal maintains outside management responsibilities with a real‑estate development company under disclosed time commitments. Operational practices that distinguish the firm include a requirement that clients use the designated custodian and a policy whereby the adviser does not vote client proxies (clients retain voting responsibility).

To learn more about the advisors currently working at Rufus Hayes Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.