HALL CAPITAL, LLC

RIASEC RegisteredEst. 2024
Total AUM
$180M
Discretionary
$180M
100% of AUM
Avg account
$1.4M
Accounts
133
Employees
3
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 67%, Public Funds/Mutual Funds 20%, Non-Exchange Traded Equities 8%, Cash & Cash Equivalents 5%67%
  • Exchange Traded Equities67%
  • Public Funds/Mutual Funds20%
  • Non-Exchange Traded Equities8%
  • Cash & Cash Equivalents5%

Contacts

2 of 2
  • DONALD HALL

    OwnerCRD 1089086

  • THOMAS KOCH

    PartnerCRD 2155898

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth