HALYARD FINANCIAL, LLC

HALYARD FINANCIAL, LLC is an SEC-registered investment adviser (CRD 291570). Regulatory assets under management: $32.8M.

Registration

• CRD: 291570
• Type: Registered investment adviser
• Phone: 917-426-2419
• Latest filing: 2026-03-23
• Regulatory AUM: $32.8M
• Discretionary AUM: $32.8M
• Clients: 1
• Accounts: 166

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291570 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search