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 registered investment adviser organized as a limited liability company and SEC-registered since 2019. The firm operates as a capital allocator and serves both individuals/families and institutional clients. Its stated advisory capabilities include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services — although the firm is not designated as a pension consultant in its snapshot filing. Fee arrangements combine percentage-of-assets and fixed-fee billing. Abel Hall does not identify as an active ESG investor. The firm reports individual ownership and positions itself to provide discretionary portfolio management alongside advisory and manager-selection work for clients seeking outsourced investment oversight or access to third‑party managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 45Active vs passive
$149M in ETFs
10%
$14.6M
90%
$135M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $50.8M | 1,144,856 | 34.04% |
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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