Hall Asset Management Group, Inc.

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

Firm details

Headquarters
Columbia, South Carolina
CRD number
166285
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

Hall Asset Management Group, Inc. is a corporation organized with an individual owner and registered in South Carolina. The firm provides financial planning and acts as a selector of other advisers, positioning itself to coordinate advice and deploy third‑party managers when appropriate. It identifies as a capital allocator and bills clients through hourly charges, fixed fees and other fee arrangements rather than relying solely on asset‑based fees. The firm maintains an industry affiliation with an insurance company and is not characterized as an active ESG investor. It operates within a single state context and is not listed as a pension consultant or related adviser.

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Roger Hall

    Roger Hall

    PresidentCRD 1351088

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Columbia, SC

Richland

Location

Columbia, SC

Headquartered in Columbia, SC, anchoring the Columbia-Orangeburg-Newberry, SC metro in the South.

Metro area
Columbia-Orangeburg-Newberry, SC
Region
South
County
Richland
Address
250 Berryhill Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth