Hall Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, education planning, estate planning, insurance, philanthropic planning, retirement plan services, tax planning, and tax preparation. Financial planning was provided to 26–50 clients last fiscal year.
Hall Capital Management reports 543 clients. They include 398 individual clients, 121 high-net-worth individuals, and 14 pension and profit-sharing plans. Of its assets, 99.6% ($410M across 1,118 accounts) are managed with discretion; $1.8M across 2 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 73% | 21% |
| High-net-worth individuals | 22% | 70% |
| Pension and profit-sharing plans | 3% | 4% |
| Charitable organizations | 2% | 5% |
| Corporations and other businesses | Fewer than 5 | <1% |
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) | 398 | $88M | 21.4% | $221K |
| High-net-worth individuals | 121 | $289M | 70.2% | $2.39M |
| Pension and profit-sharing plans | 14 | $15M | 3.6% | $1.07M |
| Charitable organizations | 10 | $19.4M | 4.7% | $1.94M |
| Corporations and other businesses | Fewer than 5 | $59.2K | 0.0% | — |
| Total | 543 | $412M | 100% | — |
- Clients
- 398
- Regulatory AUM
- $88M
- AUM share
- 21.4%
- Avg. per client
- $221K
- Clients
- 121
- Regulatory AUM
- $289M
- AUM share
- 70.2%
- Avg. per client
- $2.39M
- Clients
- 14
- Regulatory AUM
- $15M
- AUM share
- 3.6%
- Avg. per client
- $1.07M
- Clients
- 10
- Regulatory AUM
- $19.4M
- AUM share
- 4.7%
- Avg. per client
- $1.94M
- Clients
- Fewer than 5
- Regulatory AUM
- $59.2K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 543
- Regulatory AUM
- $412M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Hall Capital Management charges 0.85%–1.30% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.30% |
| $1M and above | 0.85% |
Fee details and sources
Other fees
- Financial Planning
- Financial planning is a fixed fee, typically $1,500 to $3,000, or hourly at $250 to $300 per hour, due in arrears on presentation of the plan.
- Tax Preparation
- Tax preparation is a fixed fee of $150 to $3,500 depending on complexity, charged when the project is completed.
Robert Hall owns 75% or more of Hall Capital Management. The leadership team of Hall Capital Management includes Chief Compliance Officer Robert Hall. It has 9 employees, 3 of them in advisory roles.
Leadership
Robert HallChairman; Director; Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 9 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Hall Capital Management Company, Inc.
Robert Hall
Control person · since February 1997
Hall Capital Management’s regulatory assets grew from $322M (March 2021) to $412M (September 2026); clients rose from 348 to 543 and employees from 8 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $412M | 543 | 9 | 2 |
| July 2025 | $369M | 514 | 9 | 4 |
| March 2024 | $343M | 492 | 8 | 4 |
| March 2023 | $335M | 487 | 8 | 2 |
| May 2022 | $362M | 455 | 8 | 2 |
| March 2021 | $322M | 348 | 8 | 2 |
Besides its headquarters, Hall Capital Management has 1 office (1 private residence, listed without an address), with 1 listed address in Rhode Island.
Rhode Island · 1 listed address
- 26 Bosworth Street, Suite 4, BarringtonHQ
Contact and registration details
- Legal name
- Hall Capital Management Company, Inc.
- Headquarters
- 26 Bosworth Street, Suite 4, Barrington, RI 02806
- Website
- hallcapitalmgmt.com
- Phone
- 401-245-0049
- SEC file
- 801-54286
- Founded
- 1997
- Structure
- Massachusetts corporation
- Fiscal year end
- December
Hall Capital Management uses Charles Schwab ($410M) as custodian for its separately managed accounts. Hall Capital Management has custody of $90.9M in client assets for 67 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $410M100%
At year end, Hall Capital Management’s separately managed accounts were largely in stocks (42%) and funds (41%). Its reported 13F holdings for the quarter ended 30 June 2026 total $321M across 107 positions; the largest are Vanguard Intl Equity Index F (7.7%), Vanguard Scottsdale Fds (6.8%) and Vanguard Index Fds (4.9%).
What the accounts hold
- Stocks42%
- Funds41%
- Bonds14%
- U.S. government and agency bonds9%
- Investment grade corporate bonds5%
- Cash3%
Reported 13F holdings
- $321M
- Reported 13F value
- 107
- Positions
- 45.8%
- In the 10 largest
- +14.8%
- Value vs. prior quarter
- Vanguard Intl Equity Index F · Allwrld EX US7.7%
- Vanguard Scottsdale Fds · Int-term Corp.6.8%
- Vanguard Index Fds · Mid Cap ETF4.9%
- Vanguard Mun BD Fds · Intermediate Trm4.6%
- iShares TR · Ishs 1-5yr Invs4.5%
- Microsoft Corp.4.3%
- Apple Inc.4.2%
- Vanguard Wellington FD · Short Trm Tax EX3.0%
- JPMORGAN Chase & CO3.0%
- Janus Detroit Str TR · Hendrson Aaa CL2.7%
Together, the ten largest are 45.8% of reported value.
How many clients does Hall Capital Management have?
Hall Capital Management has 543 clients and manages $412 million for them, as of September 2026. They include 398 individual clients, 121 high-net-worth individuals, and 14 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 September 2026
What services does Hall Capital Management offer?
Hall Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, education planning, estate planning, insurance, philanthropic planning, retirement plan services, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Hall Capital Management charge?
Hall Capital Management charges 0.85%–1.30% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: 03 06 2026 HALL FORM ADV PART 2A AND 2B FINAL, filed 6 March 2026
Which custodians does Hall Capital Management use?
Hall Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $410M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 September 2026
How many financial advisors does Hall Capital Management have?
Hall Capital Management has 3 investment adviser representatives registered with state securities authorities, out of 9 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hall Capital Management invest in?
At the end of its last fiscal year, Hall Capital Management’s separately managed accounts held 42% exchange-traded equities, 41% registered funds (mutual funds, ETFs, BDCs), 9% U.S. government and agency bonds, 5% investment grade corporate bonds and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hall Capital Management?
Hall Capital Management’s direct owner is Robert Hall (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 September 2026
How does Hall Capital Management get paid?
Hall Capital Management is paid through a percentage of assets under management, hourly charges 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
Is Hall Capital Management registered with the SEC?
Yes, Hall Capital Management has been registered with the SEC as an investment adviser since 17 April 1997. Its CRD number is 108141 and its SEC file number is 801-54286.
Source: Form ADV Part 1A, Item 1, filed 22 September 2026; IAPD firm record
How do I contact Hall Capital Management?
Hall Capital Management’s main office is at 26 Bosworth Street, Suite 4, Barrington, RI 02806. Its phone number is 401-245-0049. Its website is hallcapitalmgmt.com.