Overview
Assets Under Management: $164 million
Headquarters: PASADENA, CA
High-Net-Worth Clients: 31
Average Client Assets: $5 million
Frequently Asked Questions
HALL CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153961), HALL CAPITAL, LLC is subject to fiduciary duty under federal law.
HALL CAPITAL, LLC is headquartered in PASADENA, CA.
HALL CAPITAL, LLC serves 31 high-net-worth clients according to their SEC filing dated February 10, 2025. View client details ↓
According to their SEC Form ADV, HALL CAPITAL, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
HALL CAPITAL, LLC manages $164 million in client assets according to their SEC filing dated February 10, 2025.
According to their SEC Form ADV, HALL CAPITAL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.18
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 130
Discretionary Accounts: 130
Regulatory Filings
CRD Number: 153961
Last Filing Date: 2025-02-10 00:00:00
Website: https://hallcapitalmanagement.com