Hayes Fischer Capital Management, Inc. (Rochester)

Name: Hayes Fischer Capital Management, Inc.
Address: 400 Andrews Street, Rochester, NY, 14604
Telephone: 585-325-0900

Hayes Fischer Capital Management, Inc. is a large advisory firm based in Rochester. It manages $152.61 million of regulatory assets for 468 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Arizona, New York, and Vermont.

Hayes Fischer Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hayes Fischer Capital Management: assets under management

The assets under management (AUM) of Hayes Fischer Capital Management, Inc. is $152.61 million. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $135.94 million in discretionary accounts and $16.67 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $323.67 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $347.27 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hayes Fischer Capital Management, Inc. for their services and products based on a percentage of assets under management. 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.

Careers at Hayes Fischer Capital Management, Inc.

Robert John Fischer has been acting as President since 1 Oct 2001. Naveed Yahya has served as the Chief Investment Officer since 1 Jul 2006 and Christopher Charles Hayes is the Chief Executive Officer of Hayes Fischer Capital Management, Inc. family office. Susan Lynn Herney joined the executive team most recently as the Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Susan Lynn Herney	Compliance officer	1 Feb 2000	Other	1759453
Robert John Fischer	President	1 Oct 2001	50% - 75%	4392213
Christopher Charles Hayes	Chief executive officer	1 Oct 2001	50% - 75%	1301416
Robert John Fischer	Chief compliance officer and president	1 Feb 2003	50% - 75%	4392213
Naveed Yahya	Chief investment officer	1 Jul 2006	Other	5186606

Based in Rochester

The principal office where Hayes Fischer Capital Management, Inc. performs its advisory services is located at 400 Andrews Street, Rochester, NY 14604, which is also the mailing address of the firm. An additional office of the firm is in Clayton, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 585-325-0900 or by fax 585-325-0906. The normal business hours are 8:30am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.hayesfischer.com.