Hall Capital, Llc
- Regulatory AUM
- $180M
- Discretionary
- $180M
- Clients
- 39
- Avg AUM / client
- $4.6M
- Accounts
- 133
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5 | $5.0M | 2.78% |
| High net worth individuals | 32 | $170M | 94.4% |
| Charitable organizations | 2 | $5.0M | 2.78% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| American Enterprise Institute For Public Policy Research EIN 530218495 | Washington, DC | 06/30/2024 |
| Cary Institute Of Ecosystem Studies Inc EIN 223232968 | Millbrook, NY | 06/30/2024 |
| San Francisco Ballet Endowment Foundation EIN 942747262 | San Francisco, CA | 06/30/2024 |
| Clark University EIN 042111203 | Worcester, MA | 05/31/2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Donald Edwin Hall | Managing Member And Chief Compliance Officer | CFA | May 2010 (16y) | 75% or more |
| Thomas Richard Koch | Registered representative | Nov 2024 (2y) |
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.
Foundations & charities (4)
| Organization | Type | Assets | As of |
|---|---|---|---|
| American Enterprise Institute For Public Policy Research | Public charity | $353M | 06/30/2024 |
| Cary Institute Of Ecosystem Studies Inc | Public charity | $148M | 06/30/2024 |
| San Francisco Ballet Endowment Foundation | Public charity | $159M | 06/30/2024 |
| Clark University | Public charity | $768M | 05/31/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/03/2026 | 907 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Brokerage Services $180M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 03, 2026.
View current Form ADV (SEC/IAPD) ↗