RIA Intel›Advisers›Maryland›HAYS, STEVEN, K

HAYS, STEVEN, K

Advisory

ANNAPOLIS, MD

Data as of Feb 1, 2025 · Source: SEC Form ADV

Average account

$535K

across 19 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 1, 2025.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$0

Non-Discretionary AUM$10M

Discretionary %0%

Total Clients11

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndJanuary

Operates InMD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

11 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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