HALL FINANCIAL ADVISORS, PC

Overview

Hall Financial Advisors, Pc is a small, independent registered investment adviser organized as a corporation and owned by an individual. The firm serves individual and family clients and provides financial planning and portfolio management for individuals and small businesses. It also lists accounting as a firm activity, suggesting tax or bookkeeping capabilities alongside advisory work. Compensation is primarily a percentage of assets under management, with hourly billing used for some services. Investment posture appears to be conventional rather than thematic: the firm does not identify as an active ESG investor and is not set up as a multi-state or pension consultant adviser. The adviser does not operate as a capital allocator, which indicates its model is focused on managing client portfolios directly rather than operating a third-party manager platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices