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 SEC-registered independent RIA organized as an LLC and operating since 2019. The firm serves both individual/family and institutional clients and acts as a capital allocator, placing client capital with third-party managers where appropriate. Its fee model combines assets-under-management percentages with fixed-fee engagements. Advisory offerings include financial planning, portfolio management for individuals and small businesses, selection of outside advisers, and pension consulting services. The firm does not position itself as an 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 45Active vs passive
$149M in ETFs
10%
$14.6M
90%
$135M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $50.8M | 1,144,856 | 34.04% |
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
Similar firms
Evans Investment Advisors, L.L.C.
RIABaton Rouge, LA
Hibernia Wealth Partners, LLC
RIABaton Rouge, LA
Asempa Wealth Advisors
RIABaton Rouge, LA
Brian Low Financial Group, LLC
RIABaton Rouge, LA
AdvisoR.Investments
RIABaton Rouge, LA
JCN Financial & Tax Advisory Group, LLC
RIABaton Rouge, LA