|
⚲
|
| Hall Capital Management Company Inc
✚
|
|
|---|---|
| CRD # | 108141 |
| SEC # | 801-54286 |
| CIK # | 0001122490 |
| AUM | $334.6 MM (2023-03-30) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 401-245-0049 |
| Address | 26 Bosworth Street Barrington, RI 02806 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 12.8 | |
| AAPL | 2,382,844.0 | 6.3 | |
| ABBV | 269,466.6 | 5.8 | |
| PEP | 226,773.9 | 5.3 | |
| JNJ | 465,600.2 | 4.9 | |
| ADP | 89,423.0 | 4.7 | |
| MCD | 179,584.2 | 4.3 | |
| WMT | 335,434.5 | 4.1 | |
| COST | 207,576.9 | 3.9 | |
| WM | 61,816.0 | 3.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 378 | 85.8 |
| (b) Individuals (high net worth individuals) | 95 | 226.4 |
| (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 | 6.5 |
| (h) Charitable organizations | 9 | 15.8 |
| (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 | 998 | 334.6 |
| By Discretionary | ||
| Discretionary | 996 | 333.2 |
| Non-Discretionary | 2 | 1.3 |
| Total | 998 | 334.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 333.4 | |
| Total | 998 | 334.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001122490] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Davis Investment Partners LLC
✚
|
NC | 0.3 |
|
J Safra Sarasin Asset Management North America Ltd
✚
|
0.3 | |
|
The Legacy Financial Group Inc
✚
|
OK | 0.3 |
|
Frederick Financial Consultants LLC
✚
|
MD | 0.3 |
|
Planning Directions Inc
✚
|
PA | 0.3 |
|
H I A - Helvetia Investment Advisors Sa
✚
|
0.3 | |
|
Ruedi Wealth Management Inc
✚
|
IL | 0.3 |
|
Templeton Financial Services Inc
✚
|
AZ | 0.3 |
|
Schubert & Company Inc
✚
|
TX | 0.3 |
|
Southern Capital Advisors LLC
✚
|
TN | 0.3 |