Blair Hall Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 170114
- Registered since
- December 23, 2024
- Website
- www.blairhalladvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI99.42%
- Individuals0.58%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Blair Hall Advisors, LLC is an independent registered investment adviser that began SEC registration in 2024 and operates as a limited liability company owned by a mix of a domestic entity and individuals. The firm focuses on individual and family clients and provides financial planning, portfolio management for individuals and small businesses, and selection/oversight of outside managers. Blair Hall presents itself as a capital allocator and incorporates ESG considerations into its investment process. Its fee model combines a percentage of assets under management with hourly billing for select work.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds89%
- Exchange Traded Equities9%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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