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, SEC-registered wealth manager organized as a corporation and operating since 1997. 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 institutions. Fee arrangements include asset-based fees alongside hourly and fixed-fee engagements. The firm lists accounting among its business activities. Hall Capital does not describe itself as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant.
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 3
John 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 38Active vs passive
$172M in ETFs
91%
$155M
5%
$16.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND (VEU) | Vanguard | Passive | Foreign Large Blend | $24.9M | 296,782 | 14.48% |
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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