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CRD 152091
CHARLOTTE, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JOHN WHITNEY TEED | n/a | CHARLOTTE, NC | 16 | 33 | 1 | no |
| MICHAEL DAVID FOX | n/a | CHARLOTTE, NC | 16 | 25 | 4 | no |
| SCOTT CARMEN CANNADY | Certified Financial Planner | CHARLOTTE, NC | 12 | 20 | 1 | no |
| GARRETT DAVID JENKINS | Chartered Financial Analyst | CHARLOTTE, NC | 2 | 16 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| GASKIN TEED BLUE FUND LP | Hedge Fund | $9.5M | Mar 27, 2024 | 9 | Mar 29, 2018 | reported | 021-39216 |
| HAYDEN HARPER MULTI-STRATEGY FUND, LP | Private Equity Fund | $5.6M | Nov 19, 2012 | 63 | Nov 19, 2012 | dropped | 021-73732 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CANNADY FINANCIAL, INC. | Member | D | yes | 01/2020 | Mar 29, 2018 | Mar 27, 2024 |
| CANNADY, SCOTT, CARMEN | Owner | E | yes | 01/2017 | Mar 18, 2015 | Mar 27, 2024 |
| FOX, MICHAEL, DAVID | Owner | E | yes | 12/2009 | Feb 15, 2012 | Mar 27, 2024 |
| FOX, MICHAEL, DAVID | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | Na | yes | 09/2009 | Feb 15, 2012 | Mar 27, 2024 |
| HAYDEN HARPER ADVISORY, LLC | Member | E | yes | 01/2020 | Feb 11, 2020 | Mar 27, 2024 |
| HH HOLDINGS, LLC | Member | D | yes | 01/2020 | Mar 27, 2024 | Mar 27, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| HAYDEN HARPER TAX ADVISORY, LLC | n/a | n/a | n/a | N | yes | n/a |
| JOHN W. TEED | n/a | n/a | n/a | Y | no | n/a |
| MICHAEL FOX | n/a | n/a | n/a | N | yes | n/a |
| MICHAEL FOX | n/a | n/a | n/a | Y | no | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 26, 2026 | $171M | $171M | 7 | 4 | 0 | 2 | n/a |
| 2024 | Mar 28, 2025 | $169M | $169M | 7 | 4 | 0 | 1 | n/a |
| 2023 | Mar 27, 2024 | $119M | $119M | 4 | 3 | 0 | 1 | $9.5M |
| 2022 | Mar 27, 2023 | $110M | $110M | 4 | 3 | 0 | 1 | $5.4M |
| 2021 | Mar 15, 2022 | $124M | $124M | 6 | 4 | 1 | 1 | $3.2M |
| 2020 | Mar 16, 2021 | $141M | $141M | 6 | 4 | 1 | 1 | $3.2M |
| 2019 | Feb 11, 2020 | $114M | $114M | 5 | 4 | 1 | 1 | $3.2M |
| 2018 | Mar 28, 2019 | $111M | $111M | 8 | 4 | 1 | 1 | $3.2M |
| 2017 | Mar 29, 2018 | $109M | $109M | 6 | 4 | 1 | 1 | $3.1M |
| 2016 | Mar 28, 2017 | $116M | $116M | 6 | 4 | n/a | n/a | n/a |
| 2015 | Mar 25, 2016 | $101M | $101M | 7 | 6 | n/a | n/a | n/a |
| 2014 | Mar 18, 2015 | $139M | $139M | 10 | 8 | n/a | n/a | n/a |
| 2013 | Mar 27, 2014 | $111M | $111M | 9 | 8 | n/a | n/a | n/a |
| 2012 | Mar 22, 2013 | $104M | $104M | 10 | 10 | n/a | n/a | n/a |
| 2011 | Feb 15, 2012 | $107M | $107M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $171M | $169M | 1.4% | $110M | 15.8% | 7 | 7 | 0 | 0 |