HALL CAPITAL, LLC
Firm details
- Headquarters
- PASADENA, California
- CRD number
- 153961
- Registered since
- May 7, 2024
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.44%
- Individuals2.78%
- Charitable Organizations2.78%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Hall Capital, LLC operates as an independent registered investment adviser serving individuals, families and institutions. The firm provides financial planning and discretionary portfolio management for individuals, small businesses and institutional clients. Hall Capital charges fees based on a percentage of assets under management and does not identify as an active ESG investor. Investment activity is weighted toward equities, with the adviser implementing client strategies primarily through exchange-traded instruments and separately managed equity positions. The firm is not positioned as a capital allocator or pension consultant; its advisory focus is direct portfolio construction, ongoing management and planning for private clients and institutional accounts.
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
- Exchange Traded Equities67%
- Public Funds/Mutual Funds20%
- Non-Exchange Traded Equities8%
- Cash & Cash Equivalents5%
Contacts
2 of 2DONALD HALL
OwnerCRD 1089086
THOMAS KOCH
PartnerCRD 2155898
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PASADENA, CA
LOS ANGELES
Location
PASADENA, CA
Headquartered in PASADENA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 199 S Los Robles Ave
- Time zone
- PT (UTC-8)
- Office locations
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