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| Happy Holidays!! thanks for using AUM13F!! |
| Abel Hall LLC
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| CRD # | 302076 |
| SEC # | 801-116674 |
| CIK # | 0002013339 |
| AUM | $400.1 M (2025-01-29) |
| Employees | 7 (86% Investors, 29% Brokers) |
| Phone | 225-408-4000 |
| Address | 9270 Siegen Lane Baton Rouge, LA 70810 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.9 | ||
| Microsoft Corp | 4.8 | ||
| Apple Inc | 3.6 | ||
| Amazon Com Inc | 2.8 | ||
| Facebook Inc | 2.4 | ||
| Exxon Mobil Corp | 1.9 | ||
| Broadcom Inc | 1.8 | ||
| J P Morgan Chase & Co | 1.6 | ||
| Alphabet Inc | 1.5 | ||
| Tesla Motors Inc | 1.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 67.3 |
| (b) Individuals (high net worth individuals) | 64 | 303.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 6.8 |
| (h) Charitable organizations | 5 | 3.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 19.2 |
| (n) Other | 0 | 0.0 |
| Total | 571 | 400.1 |
| By Discretionary | ||
| Discretionary | 420 | 334.6 |
| Non-Discretionary | 151 | 65.5 |
| Total | 571 | 400.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 400.1 | |
| Total | 571 | 400.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002013339] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Advisors of Tampa Bay LLC
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|
FL | 0.4 |
|
Roth Financial Partners LLC
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|
TX | 0.4 |
|
Seascape Capital Management LLC
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NH | 0.4 |
|
Pitzl Financial LLC
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MN | 0.4 |
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Measured Risk Portfolios Inc
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CA | 0.4 |
|
Kestrel Partners LLP
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|
0.4 | |
|
Terra Wealth Management LLC
✚
|
NC | 0.4 |
|
Pavion Blue Capital LLC
✚
|
CA | 0.4 |
|
Elevated Financial Group LLC
✚
|
IN | 0.4 |
|
Lifestyle Asset Management Inc
✚
|
TX | 0.4 |