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| Hall Capital Management Company Inc
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|---|---|
| CRD # | 108141 |
| SEC # | 801-54286 |
| CIK # | 0001122490 |
| AUM | 411.6 M (2026-03-06) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 401-245-0049 |
| Address | 26 Bosworth Street Barrington, RI 02806 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($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 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 398 | 88.0 |
| (b) Individuals (high net worth individuals) | 121 | 289.2 |
| (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 | 14 | 15.0 |
| (h) Charitable organizations | 10 | 19.4 |
| (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 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,120 | 411.6 |
| By Discretionary | ||
| Discretionary | 1,118 | 409.8 |
| Non-Discretionary | 2 | 1.8 |
| Total | 1,120 | 411.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 410.2 | |
| Total | 1,120 | 411.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001122490] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
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|
Everest Private Wealth
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