{"url":"https://nivawealth.com/firms/abel-hall-302076","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/302076","regulatoryAum":819117440,"crd":"302076","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2530923","suffix":null,"lastName":"ABEL","firstName":"LEO","middleName":"GREGORY"},{"crd":"7806951","suffix":null,"lastName":"Ellender","firstName":"John","middleName":"Wallace"},{"crd":"7361271","suffix":null,"lastName":"Gayle","firstName":"Catherine","middleName":"Hodson"},{"crd":"5772174","suffix":null,"lastName":"HALL","firstName":"ANDREW","middleName":"PHILIPS"},{"crd":"7653114","suffix":null,"lastName":"MEREDITH","firstName":"SARAH 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Abel Hall offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Abel Hall charge?","answer":"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.","source":"PART 2A BROCHURE, filed 27 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Abel Hall use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Abel Hall have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Abel Hall invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Abel Hall have a minimum investment?","answer":"Yes, Abel Hall’s minimum account size for its Investment Management Fees is $2M.","source":"PART 2A BROCHURE, filed 27 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Abel Hall?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Abel Hall get paid?","answer":"Abel Hall is paid through a percentage of assets under management and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}