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| Abel Hall LLC
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|---|---|
| CRD # | 302076 |
| SEC # | 801-116674 |
| CIK # | 0002013339 |
| AUM | $819.1 M (2026-02-27) |
| Employees | 10 (70% Investors, 10% Brokers) |
| Phone | 225-408-4000 |
| Address | 9270 Siegen Lane Baton Rouge, LA 70810 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002013339 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 11.9 | ||
| Apple Inc | 10.1 | ||
| Amazon Com Inc | 5.9 | ||
| Microsoft Corp | 5.9 | ||
| Alphabet Inc | 4.0 | ||
| Broadcom Inc | 3.7 | ||
| Alphabet Inc | 3.6 | ||
| Facebook Inc | 2.6 | ||
| ASML Holding NV | 2.5 | ||
| Johnson & Johnson | 2.5 | ||
| Novartis AG | 2.2 | ||
| J P Morgan Chase & Co | 2.1 | ||
| Wal Mart Stores Inc | 2.0 | ||
| Tesla Motors Inc | 2.0 | ||
| Realty Income Corp | 2.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 80.1 |
| (b) Individuals (high net worth individuals) | 69 | 500.3 |
| (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 | 0 | 7.4 |
| (h) Charitable organizations | 6 | 14.7 |
| (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 | 10 | 216.7 |
| (n) Other | 0 | 0.0 |
| Total | 626 | 819.1 |
| By Discretionary | ||
| Discretionary | 609 | 816.7 |
| Non-Discretionary | 17 | 2.4 |
| Total | 626 | 819.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 819.1 | |
| Total | 626 | 819.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002013339] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fortis Group Advisors LLC
✚
|
NJ | 0.8 |
|
Opes Wealth Management LLC
✚
|
CA | 0.8 |
|
Gratus Wealth Advisors LLC
✚
|
VA | 0.8 |
|
FLC Capital Advisors
✚
|
CA | 0.8 |
|
Albitz/Miloe and Associates Inc
✚
|
CA | 0.8 |
|
FSA Wealth Partners Inc
✚
|
MD | 0.8 |
|
Advisors Management Group Inc
✚
|
WI | 0.8 |
|
Elyxium Wealth LLC
✚
|
CA | 0.8 |
|
Clear Brook Advisors Inc
✚
|
MA | 0.8 |
|
Quadra Gestao de Recursos Sa
✚
|
0.8 |