Abel Hall, LLC
Firm details
- Headquarters
- Baton Rouge, Louisiana
- CRD number
- 302076
- Registered since
- May 24, 2019
- Website
- www.abelhall.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI61.08%
- Corporations / Businesses26.46%
- Individuals9.77%
- Charitable Organizations1.79%
- Pension & Profit Sharing Plans0.9%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Abel Hall, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm has been SEC-registered since 2019 and acts as a capital allocator, blending fee-based percentage-of-AUM billing with fixed fees. Its client base includes high-net-worth individuals and families as well as institutional clients. Core advisory activities shown on filings are financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities41%
- Cash & Cash Equivalents7%
Contacts
3 of 7
Andrew Hall
Financial AdvisorCRD 5772174
Leo Abel
Financial AdvisorCRD 2530923
Andrew Miller
Financial AdvisorCRD 7077016
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$124M in ETFs
12%
$14.5M
88%
$109M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $51.1M | 1,150,096 | 41.27% |
Location
Baton Rouge, LA
East Baton Rouge
Location
Baton Rouge, LA
Headquartered in Baton Rouge, LA, in the South of the United States.
- Region
- South
- County
- East Baton Rouge
- Address
- 9270 Siegen Ln
- Time zone
- CT (UTC-6)
- Office locations
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