Hayden Harper Wealth Advisory, Llc
- Regulatory AUM
- $171M
- Discretionary
- $171M
- Clients
- 78
- Avg AUM / client
- $2.2M
- Accounts
- 203
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 42 | $6.8M | 3.95% |
| High net worth individuals | 34 | $146M | 85.3% |
| Pooled investment vehicles (non-investment companies) | 2 | $17.2M | 10.0% |
| Corporations and other businesses | Fewer than 5 clients | $1.2M | 0.69% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $9.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Gaskin Teed Blue Fund Lp | Hedge Fund | Delaware | $9.5M | 9 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael David Fox | Owner | Sep 2009 (17y) | ≈ 28.13% – 75% via Hh Holdings, Llc | |
| Scott Carmen Cannady | Owner | CFP | May 2014 (12y) | ≈ 28.13% – 75% via Cannady Financial, Inc. |
| John Whitney Teed | Registered representative | Apr 2010 (16y) | ||
| Garrett David Jenkins | Registered representative | CFA | May 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hayden Harper Advisory, Llc | Member | Jan 2020 | A | 75% or more |
| Hh Holdings, Llc | Member | Jan 2020 | B | ≈ 37.5% – 75% via Hayden Harper Advisory, Llc |
| Cannady Financial, Inc. | Member | Jan 2020 | B | ≈ 37.5% – 75% via Hayden Harper Advisory, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Michael David Fox: 75% – 100% of Hh Holdings, Llc × 50% – 75% of Hayden Harper Advisory, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Scott Carmen Cannady: 75% – 100% of Cannady Financial, Inc. × 50% – 75% of Hayden Harper Advisory, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Hh Holdings, Llc: 50% – 75% of Hayden Harper Advisory, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Cannady Financial, Inc.: 50% – 75% of Hayden Harper Advisory, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $9.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Gaskin Teed Blue Fund Lp | Hedge Fund | $9.5M | $250K | 9 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.4 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $132M (77% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗