Abel Hall provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Abel Hall reports 199 clients. They include 114 individual clients, 69 high-net-worth individuals, and 10 corporations and other businesses. Of its assets, 99.7% ($817M across 609 accounts) are managed with discretion; $2.4M across 17 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 57% | 10% |
| High-net-worth individuals | 35% | 61% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | 3% | 2% |
| Corporations and other businesses | 5% | 26% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 114 | $80.1M | 9.8% | $702K |
| High-net-worth individuals | 69 | $500M | 61.1% | $7.25M |
| Pension and profit-sharing plans | Fewer than 5 | $7.35M | 0.9% | — |
| Charitable organizations | 6 | $14.7M | 1.8% | $2.45M |
| Corporations and other businesses | 10 | $217M | 26.5% | $21.7M |
| Total | 199 | $819M | 100% | — |
- Clients
- 114
- Regulatory AUM
- $80.1M
- AUM share
- 9.8%
- Avg. per client
- $702K
- Clients
- 69
- Regulatory AUM
- $500M
- AUM share
- 61.1%
- Avg. per client
- $7.25M
- Clients
- Fewer than 5
- Regulatory AUM
- $7.35M
- AUM share
- 0.9%
- Avg. per client
- —
- Clients
- 6
- Regulatory AUM
- $14.7M
- AUM share
- 1.8%
- Avg. per client
- $2.45M
- Clients
- 10
- Regulatory AUM
- $217M
- AUM share
- 26.5%
- Avg. per client
- $21.7M
Total
- Clients
- 199
- Regulatory AUM
- $819M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Abel Hall charges up to 1.50% for its Investment Management Fees. The brochure does not state whether the rate is annual. The fee is billed in advance, is negotiable and requires an account of at least $2,000,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting Services
- Consulting for a limited scope of work is negotiated with the client, varies with the project, and is billed as services are rendered.
- Employer Sponsored Retirement Plan Services
- Plan advisory fees are negotiated: asset-based fees from 0.05% to 0.75% annually, or fixed fees from $5,000 to $35,000 annually.
Leo Abel owns 50% to 75% of Abel Hall. It has 10 employees, 7 of them in advisory roles.
Staff
- 10 employees
- 7 in advisory functions
- 7 state-registered reps
- 1 broker-dealer rep
- 1 insurance agent
- Owns 50% to 75% of Abel Hall, LLC
Leo Abel
Control person · since April 2019
- Owns 50% to 75% of Abel Hall, LLC
Andrew Hall
Control person · since April 2019
Abel Hall’s regulatory assets grew 3.3× from $248M (March 2021) to $819M (February 2026); clients rose from 172 to 199 and employees from 5 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $819M | 199 | 10 | 1 |
| Jan 2025January 2025 | $400M | 186 | 7 | 1 |
| May 2024May 2024 | $327M | 174 | 7 | 1 |
| Jun 2023June 2023 | $286M | 167 | 5 | 1 |
| Feb 2022February 2022 | $351M | 155 | 5 | 1 |
| Mar 2021March 2021 | $248M | 172 | 5 | 1 |
Besides its headquarters, Abel Hall has 0 offices, with 1 listed address in 1 state.
Louisiana · 1 listed address
- 9270 Siegen Lane, Suite 202, Baton RougeHQ
Other business names
Abel Hall has reported 1 other business name to the SEC.
- Abel Hall Family Wealth Partners
Contact and registration details
- Legal name
- Abel Hall, LLC
- Headquarters
- 9270 Siegen Lane, Suite 202, Baton Rouge, LA 70810
- Website
- abelhall.com
- Phone
- 225-408-4000
- SEC file
- 801-116674
- Structure
- Louisiana LLC
- Fiscal year end
- December
Abel Hall’s named custodian for separately managed accounts is Fidelity ($808M). Abel Hall has custody of $453M for 241 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $808M100%
At year end, Abel Hall’s separately managed accounts were mostly in stocks (59%) and funds (28%). Its reported 13F holdings for the quarter ended 30 June 2026 total $579M across 955 positions; the largest are Dimensional ETF Trust (8.8%), Nvidia Corporation (2.4%) and Dimensional ETF Trust (2.4%).
What the accounts hold
- Stocks59%
- Funds28%
- Registered funds26%
- Pooled vehicles2%
- Cash13%
- Other1%
- Alts1%
How many clients does Abel Hall have?
Abel Hall has 199 clients and manages $819 million for them, as of February 2026. They include 114 individual clients, 69 high-net-worth individuals, and 10 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 February 2026
What services does Abel Hall offer?
Abel Hall provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Abel Hall charge?
Abel Hall charges up to 1.50% for its Investment Management Fees. The brochure does not state whether the rate is annual. The fee is billed in advance, is negotiable and requires an account of at least $2,000,000.
Which custodians does Abel Hall use?
Abel Hall’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $808M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 February 2026
How many financial advisors does Abel Hall have?
Abel Hall has 7 investment adviser representatives registered with state securities authorities, out of 10 employees, and 7 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Abel Hall invest in?
At the end of its last fiscal year, Abel Hall’s separately managed accounts held 59% exchange-traded equities, 26% registered funds (mutual funds, ETFs, BDCs), 13% cash and equivalents, 2% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: Alts.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Abel Hall have a minimum investment?
Yes, Abel Hall’s minimum account size for its Investment Management Fees is $2M.
Who owns Abel Hall?
Abel Hall’s direct owners are Leo Abel (50% to 75%) and Andrew Hall (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 February 2026
How does Abel Hall get paid?
Abel Hall is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Abel Hall?
Abel Hall’s main office is at 9270 Siegen Lane, Suite 202, Baton Rouge, LA 70810. Its phone number is 225-408-4000. Its website is abelhall.com.