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, owner-operated registered investment adviser that has been SEC-registered since 1997. The firm serves both individual and family clients as well as institutional and business accounts, offering financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its fee arrangements include percentage-of-assets, hourly charges, and fixed-fee engagements. The firm also lists accounting among its business activities, which suggests tax and reporting capabilities integrated with its advisory work. The firm does not identify as an active ESG investor.
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 Equities42%
- Public Funds/Mutual Funds41%
- US Government Bonds9%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents3%
Contacts
3 of 3
Stephen Clair
Portfolio ManagerCRD 6206360
John Teixeira
PresidentCRD 6489848
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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