Hall Asset Management Group, Inc.

Overview

Hall Asset Management Group, Inc. is a South Carolina–based corporate advisory firm that provides financial planning and advisor selection services. The firm is organized as a corporation and is individually owned; it describes itself as a capital allocator and appears to focus on coordinating external managers on clients’ behalf rather than running an in-house, vertically integrated investment platform. Its business model includes fee arrangements such as hourly charges, fixed fees and other non-standard fee structures. Services emphasize financial planning and the selection of other advisers, which suggests Hall acts as a gatekeeper and allocator to specialist managers for parts of client portfolios. The firm reports an affiliation with an insurance company, and it does not identify as an active ESG investor. Hall is not positioned as a multi-state adviser or pension consultant and is not newly formed.

Investments & Alternatives

Location & Offices