← Directory
HAYS FINANCIAL GROUP, LLC
CRD 306877File 801-118389
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$7.45B
Top 10% of cohort (national)
Discretionary AUM
$2.46B
Non-discretionary $4.99B
Clients
572
687 accounts
Employees
12
Top 10% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 4, 2021
- Principal office
- 901 S. MARQUETTE AVENUE, SUITE 2820, MINNEAPOLIS, MN, 55402
- Phone
- (612) 373-9863
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.45B
- Discretionary AUM
- $2.46B
- Non-discretionary AUM
- $4.99B
- Discretionary accounts
- 162
- Non-discretionary accounts
- 525
- Total accounts
- 687
- AUM per client
- $13.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 34 | $70.9M |
| Pension and profit sharing plans | 236 | $7.35B |
| Individuals (other than high net worth individuals) | 302 | $28.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.