Abel Hall, Llc
- Regulatory AUM
- $819M
- Discretionary
- $817M
- Clients
- 199
- Avg AUM / client
- $4.1M
- Accounts
- 626
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 114 | $80.1M | 9.77% |
| High net worth individuals | 69 | $500M | 61.1% |
| Pension and profit sharing plans | Fewer than 5 clients | $7.4M | 0.9% |
| Charitable organizations | 6 | $14.7M | 1.79% |
| Corporations and other businesses | 10 | $217M | 26.5% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Philips Hall | Managing Member | Apr 2019 (7y) | 50% – 75% | |
| Leo Gregory Abel | Managing Member | CFP | Apr 2019 (7y) | 50% – 75% |
| Sarah Ashley Carver Meredith | Cco | Aug 2023 (3y) | Less than 5% | |
| Andrew Merrill Miller | Registered representative | Jan 2021 (6y) | ||
| Catherine Hodson Gayle | Registered representative | CFP | Sep 2021 (5y) | |
| John Wallace Ellender | Registered representative | CFP | May 2024 (2y) | |
| Benjamin James Simpson | Registered representative | Sep 2025 (1y) |
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) | 02/27/2026 | 914 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $808M (99% of AUM) Feb 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: Feb 27, 2026.
View current Form ADV (SEC/IAPD) ↗