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HALL CAPITAL PARTNERS LLC

One Maritime Plaza
Suite 650
San Francisco, California 94111
Tel: 415-288-0544

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About HALL CAPITAL PARTNERS LLC

HALL CAPITAL PARTNERS LLC, formally registered with the SEC as HALL CAPITAL PARTNERS LLC. The firm was established in 07/28/1995. They have over 2 offices throughout the country.

HALL CAPITAL PARTNERS LLC is a San Francisco, California based Financial Planning firm with nearly $50,302,951,631 assets under management, offering retirement planning & investment advisory services to 186 clients. The firm is staffed with 175 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106759
SEC#801-49751
Assets Managed by Firm$50,302,951,631
No. of Clients186
No. of Advisors175

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total186$50,302,951,631
High net worth individuals110$33,409,136,785
Pension and profit sharing plansFewer than 5 clients$927,407,515
Charitable organizations14$4,098,020,699
Other investment advisersFewer than 5 clients$599,374,533

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