Investment adviser · CRD 324992
DFS ADVISORY
Investment adviser filing (IA)
TEAM HAYS INC.
DENTON, TX, United States · Form ADV filed Apr 6, 2026
- Regulatory AUM
- $156M Form ADV · Item 5.F
- Client accounts
- 151 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 31 | $112,000,000 | 71.8% |
| Retirement plans | 25 | $32,000,000 | 20.5% |
| Individuals | 81 | $12,000,000 | 7.7% |
Filing source
Form ADV 2079419 · Apr 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
DFS ADVISORY 1, LLCOther Private Fund · Last reported Mar 31, 2025$2.9MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-2820202726
- Reported beneficial owners
- 10
- Minimum commitment
- $100K
- Form D file number
- 021-517719
Form ADV 1952987 · Mar 31, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Apr 6, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1204 BENT OAKS CT., STE. 120DENTON, TX, 76210, United States
CRD 324992
Filing source
Form ADV 2079419 · Apr 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.