Hall Capital Management Company, Inc.
- Regulatory AUM
- $412M
- Discretionary
- $410M
- Clients
- 543
- Avg AUM / client
- $758K
- Accounts
- 1,120
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 06, 2026
Investments (13F portfolio — 107 positions, $279,793,928)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Intl Equity Index F | ALLWRLD EX US | $22,437,174 | 277,276 | 8.02% | 5.45% |
| 2 | Vanguard Scottsdale Fds | INT-TERM CORP | $21,010,263 | 253,594 | 7.51% | 5.1% |
| 3 | Microsoft Corp | COM | $15,183,718 | 37,235 | 5.43% | 3.69% |
| 4 | Ishares Tr | ISHS 1-5YR INVS | $14,156,176 | 269,180 | 5.06% | 3.44% |
| 5 | Vanguard Index Fds | MID CAP ETF | $13,327,780 | 172,394 | 4.76% | 3.24% |
| 6 | Apple Inc | COM | $13,142,412 | 48,433 | 4.7% | 3.19% |
| 7 | Jpmorgan Chase & Co | COM | $9,209,588 | 29,402 | 3.29% | 2.24% |
| 8 | Alphabet Inc | CAP STK CL A | $9,065,503 | 23,559 | 3.24% | 2.2% |
| 9 | Janus Detroit Str Tr | HENDRSON AAA CL | $8,720,863 | 172,622 | 3.12% | 2.12% |
| 10 | Walmart Inc | COM | $8,445,169 | 64,013 | 3.02% | 2.05% |
| 11 | Johnson & Johnson | COM | $6,317,657 | 27,486 | 2.26% | 1.53% |
| 12 | Costco Wholesale Corporation | COM | $6,092,253 | 6,005 | 2.18% | 1.48% |
| 13 | Select Sector Spdr Tr | STATE STREET ENE | $6,006,576 | 100,697 | 2.15% | 1.46% |
| 14 | Vaneck Etf Trust | SEMICONDUCTR ETF | $5,678,784 | 11,207 | 2.03% | 1.38% |
| 15 | Waste Mgmt Inc Del | COM | $4,721,695 | 20,304 | 1.69% | 1.15% |
| 16 | Amazon Com Inc | COM | $4,363,153 | 16,461 | 1.56% | 1.06% |
| 17 | Pepsico Inc | COM | $4,307,124 | 27,176 | 1.54% | 1.05% |
| 18 | Union Pac Corp | COM | $4,087,742 | 15,169 | 1.46% | 0.99% |
| 19 | Digital Rlty Tr Inc | COM | $3,775,261 | 18,788 | 1.35% | 0.92% |
| 20 | Ishares Tr | IBOXX HI YD ETF | $3,591,861 | 44,686 | 1.28% | 0.87% |
| 21 | Mcdonalds Corp | COM | $3,528,365 | 12,018 | 1.26% | 0.86% |
| 22 | Vanguard Specialized Funds | DIV APP ETF | $3,518,932 | 15,386 | 1.26% | 0.85% |
| 23 | Automatic Data Processing In | COM | $3,403,333 | 16,058 | 1.22% | 0.83% |
| 24 | Visa Inc | COM CL A | $3,384,488 | 10,261 | 1.21% | 0.82% |
| 25 | Duke Energy Corp New | COM NEW | $3,344,463 | 25,816 | 1.2% | 0.81% |
Top 25 of 107 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 398 | $88.0M | 21.4% |
| High net worth individuals | 121 | $289M | 70.2% |
| Pension and profit sharing plans | 14 | $15.0M | 3.64% |
| Charitable organizations | 10 | $19.4M | 4.71% |
| Corporations and other businesses | Fewer than 5 clients | $59.2K | 0.01% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Fitts Hall | Chairman; Director; Chief Compliance Officer | Feb 1997 (30y) | 75% or more | |
| Stephen Michael Clair | Registered representative | Nov 2013 (13y) | ||
| John Paul Teixeira | Registered representative | CFP | Jun 2015 (11y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/06/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $410M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 06, 2026.
View current Form ADV (SEC/IAPD) ↗