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Hayden Harper Financial, LLC (Charlotte)


Hayden Harper Financial, LLC is a large advisory firm based in Charlotte. It manages $29.36 million of regulatory assets for 114 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Alaska, California, Florida, and 8 other states.

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Hayden Harper Financial provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hayden Harper Financial: assets under management

The assets under management (AUM) of Hayden Harper Financial, LLC is $29.36 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $29.36 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $257.56 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hayden Harper Financial, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Charlotte

The principal office where Hayden Harper Financial, LLC performs its advisory services is located at 1818 Lombardy Circle, Charlotte, NC 28203, which is also the mailing address of the firm. An additional office of the firm is in Greenville, SC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 704-343-2445 or by fax 704-343-4961. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.ellingtonsmith.com.


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