|
⚲
|
| Keyboard |
| Hall Capital LLC
✚
|
|
|---|---|
| CRD # | 153961 |
| SEC # | 801-130210 |
| CIK # | 0001122490 |
| AUM | 180.0 M (2026-03-03) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 626-578-5700 |
| Address | 199 S Los Robles Pasadena, CA 91101 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| In the News | |
|---|---|
| Tue, 25 Aug 2026 | Hall Capital — Urbanize Atlanta |
| Tue, 09 Jun 2026 | Glory Hall capital campaign completed — The Intermountain |
| Fri, 29 May 2026 | The Future of Gary Works Sparks Concerns at Town Hall — Capital B Gary |
| Mon, 18 May 2026 | Generational Group Advises BatteryPlex, Inc. in Its Sale to Hall Capital Holdings, LLC — Business Wire |
| CIK | Period |
|---|---|
| 0001122490 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 15.2 | ||
| Apple Inc | 13.1 | ||
| J P Morgan Chase & Co | 9.2 | ||
| Alphabet Inc | 9.1 | ||
| Wal Mart Stores Inc | 8.4 | ||
| Johnson & Johnson | 6.3 | ||
| Costco Wholesale Corp /NEW | 6.1 | ||
| Waste Management Inc | 4.7 | ||
| Amazon Com Inc | 4.4 | ||
| PepsiCo Inc | 4.3 | ||
| Union Pacific Corp | 4.1 | ||
| Digital Realty Trust Inc | 3.8 | ||
| McDonalds Corp | 3.5 | ||
| Automatic Data Processing Inc | 3.4 | ||
| Visa Inc | 3.4 | ||
| Duke Energy Corp | 3.3 | ||
| AbbVie Inc | 3.3 | ||
| Home Depot Inc | 2.9 | ||
| Lockheed Martin Corp | 2.9 | ||
| FPL Group Inc | 2.9 | ||
| Honeywell International Inc | 2.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 5.0 |
| (b) Individuals (high net worth individuals) | 32 | 170.0 |
| (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 | 0.0 |
| (h) Charitable organizations | 2 | 5.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 133 | 180.0 |
| By Discretionary | ||
| Discretionary | 133 | 180.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 133 | 180.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 180.0 | |
| Total | 133 | 180.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001122490] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wacker & Associates Inc
✚
|
MN | 180.2 M |
|
Kestrel Investment Management Corp
✚
|
CA | 180.0 M |
|
C2C Wealth Management LLC
✚
|
AZ | 179.8 M |
|
Stirlingshire RIA LLC
✚
|
NY | 179.8 M |
|
Bey-Douglas LLC
✚
|
GA | 179.8 M |
|
Winter & Associates Inc
✚
|
MN | 179.7 M |
|
Keen Capital Ltd
✚
|
SC | 179.7 M |
|
Leeds Capital Group LLC
✚
|
CA | 179.7 M |
|
Rare Wolf Capital LLC
✚
|
WA | 179.6 M |
|
Allaria Asset Management LLC
✚
|
FL | 179.6 M |