DBA: DAY HAGAN ASSET MANAGEMENT
| Total AUM | $842.8M |
| Discretionary | $842.2M100% of AUM |
| Non-Discretionary | $594K |
| Client Accounts | 587 |
| Avg Account Size | $1.4M |
| Employees | 10 |
| Peak AUM | $861.3MFeb 2024 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $843M | 0.0% | +10.8% | +28.9% | |
| Discretionary AUM | $842M | ||||
| Total AUM | $842.8M |
| Discretionary | $842.2M |
| Employees | 10 |
| Client Accounts | 587 |
| Client Range | 26-50 |
Address
1000 S. TAMIAMI TRAIL
SARASOTA FL 34236
Phone
941-330-1702
Filing History
74 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$842M
99.9% of AUM
Non-Discretionary
$593,835
0.1% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$843M
| 0.0% |
| +10.8% |
| +29.0% |
| Non-Disc. AUM | $593,835 | 0.0% | 13.8% | 11.8% |
| Total Accounts | 587 | 0.0% | +0.8% | 2.1% |
| Avg Account Size | $1M | 0.0% | +9.9% | +31.7% |
| Employees | 10 | 0.0% | 3.4% | 3.6% |
| AUM / Employee | $84M | 0.0% | +14.7% | +33.7% |
Client AUM Segments | |||||
| Wealth AUM | $161M | 0.0% | +4.2% | +0.8% | |
| Fund / Pooled AUM | $681M | 0.0% | +12.6% | +52.8% | |
Client Count Segments | |||||
| HNW Clients | 196 | 0.0% | +0.8% | 1.5% | |
| Pooled / Fund | 3 | 0.0% | 9.9% | +8.4% | |
| Individuals | 48 | 0.0% | 3.5% | +0.9% | |