ABEL HALL, LLC
Firm details
- Headquarters
- BATON ROUGE, Louisiana
- CRD number
- 302076
- Registered since
- May 24, 2019
- Website
- www.abelhall.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI61.08%
- Corporations / Businesses26.46%
- Individuals9.77%
- Charitable Organizations1.79%
- Pension & Profit Sharing Plans0.9%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Abel Hall, LLC is an independent, SEC-registered registered investment adviser formed as an LLC and operating since 2019. The firm acts as a capital allocator for both individual/family and institutional clients, offering a mix of portfolio management, financial planning, pension consulting and selection-of-other-advisers services. Compensation is primarily a percentage of assets under management with some engagement-specific fixed fees. Abel Hall is not marketed as an ESG investor and presents itself as an adviser that outsources or partners with external managers where appropriate.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities41%
- Cash & Cash Equivalents7%
Contacts
3 of 7John Ellender
Investment Advisor RepresentativeCRD 7806951
ANDREW HALL
Financial AdvisorCRD 5772174
Andrew Miller
Financial AdvisorCRD 7077016
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$128M in ETFs
9%
$11.3M
91%
$117M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $43.1M | 1,109,445 | 33.66% |
Location
BATON ROUGE, LA
EAST BATON ROUGE
Location
BATON ROUGE, LA
Headquartered in BATON ROUGE, LA, in the South of the United States.
- Region
- South
- County
- EAST BATON ROUGE
- Address
- 9270 Siegen Ln
- Time zone
- CT (UTC-6)
- Office locations
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