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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Hall Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Hall Capital Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Hall Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Hall Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Hall Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Hall Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Hall Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Hall Capital Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Hall Capital Management?","answer":"Hall Capital Management’s main office is at 26 Bosworth Street, Suite 4, Barrington, RI 02806. Its phone number is 401-245-0049. 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