San Francisco, CA ·
$50.3 billion AUM
· 110 HNW Clients
Data sourced from SEC Form ADV filed March 19, 2025
Overview
Headquarters
San Francisco, CA
Average Client Assets
$303.7 million
SEC CRD Number
106759
Clients
HNW Share of Firm Assets
66.42%
Total Client Accounts
186
Discretionary Accounts
93
Non-Discretionary Accounts
93
Services Offered
Services:
Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Frequently Asked Questions
Hall Capital Partners 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 #106759), Hall Capital Partners LLC is subject to fiduciary duty under federal law.
Hall Capital Partners LLC is headquartered in SAN FRANCISCO, CA.
Hall Capital Partners LLC serves 110 high-net-worth clients according to their SEC filing dated March 19, 2025. View client details ↓
According to their SEC Form ADV, Hall Capital Partners LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
Hall Capital Partners LLC manages $50.3 billion in client assets according to their SEC filing dated March 19, 2025.
According to their SEC Form ADV, Hall Capital Partners LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓