HALL CAPITAL MANAGEMENT COMPANY, INC.
Firm details
- Headquarters
- Barrington, Rhode Island
- CRD number
- 108141
- Registered since
- April 17, 1997
- Website
- www.hallcapitalmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.25%
- Individuals21.39%
- Charitable Organizations4.71%
- Pension & Profit Sharing Plans3.64%
- Corporations / Businesses0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Hall Capital Management Company, Inc. is an independent registered investment adviser that has been SEC-registered since 1997. Owned by an individual, the firm serves both individual and family clients as well as institutional accounts. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and business or institutional clients. Compensation arrangements include asset-based fees alongside hourly and fixed-fee engagements. Hall Capital identifies accounting among its business activities and does not market itself as an active ESG investor or as a capital allocator to third-party private 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
- Exchange Traded Equities43%
- Public Funds/Mutual Funds38%
- US Government Bonds10%
- Investment Grade Corp Bonds7%
- Cash & Cash Equivalents2%
Contacts
3 of 3JOHN TEIXEIRA
PresidentCRD 6489848
STEPHEN CLAIR
Portfolio ManagerCRD 6206360
ROBERT HALL
PresidentCRD 1510707
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$134M in ETFs
90%
$121M
7%
$13M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND (VEU) | Vanguard | Passive | Foreign Large Blend | $22.4M | 277,276 | 16.75% |
Location
Barrington, RI
BRISTOL
Location
Barrington, RI
Headquartered in Barrington, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- BRISTOL
- Address
- 26 Bosworth St
- Time zone
- ET (UTC-5)
- Office locations
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