Abel Hall, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$580,352,630
Clients
183
Advisors
7
of 10 employees
About
Abel Hall advises individuals, high‑net‑worth clients, foundations, retirement plans, charitable organizations, estates and trusts, offering discretionary and non‑discretionary investment management, integrated financial planning, and employer retirement‑plan advisory and consulting (including participant education). The firm’s brochure states a typical account minimum of $2 million, with exceptions considered on a case‑by‑case basis.
The firm begins relationships with a holistic planning process to align goals, tax and estate considerations, and liquidity needs, then implements portfolios through asset allocation, periodic reviews and at least annual rebalancing. For select ultra‑high‑net‑worth families (identified in the brochure as $20 million+), Abel Hall documents use of value‑oriented and options‑based techniques—purchasing out‑of‑favor dividend payers, writing covered calls and puts, and using put‑writing to establish concentrated ETF positions—while also using third‑party money managers and institutional mutual‑fund share classes where appropriate.
Distinctive operational features noted in the brochure include advisors who also act as licensed insurance agents and registered representatives of a broker‑dealer, and the firm’s disclosure of potential conflicts arising from those activities and from its custodial relationships. The firm also discloses that it receives transition assistance tied to a major custodian, uses Orion for reporting, and relies on service providers that employ artificial intelligence components, and it describes policies and due diligence intended to mitigate the resulting conflicts and operational risks.
Client services
Expertise
Occupation focus
Fee options
Employer Sponsored Retirement Plan fixed fees range from $5,000 to $35,000 annually; Consulting fees negotiated per project.
$0+: up to 1.50% annually $0+: 0.05% to 0.75% annually (Employer Sponsored Retirement Plan Advisory Services)
Account minimum: $2 million
Main office
9270 Siegen Lane, Suite, 202
Baton Rouge LA 70810
Advisors at this office
7
Most active in
Colorado · Louisiana · Nebraska · Texas
Also doing business as
Abel Hall Family Wealth Partners · Abel Hall, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Benjamin S
Series 66
Baton Rouge, LA
Abel Hall, LLC
Benjamin Simpson is a financial advisor with Abel Hall, LLC in Baton Rouge, LA, holding a Series 66 credential and three years of industry experience. Prior to joining Abel Hall in 2025, he worked for LPL Financial LLC for five years and has experience in several other roles, including a position at Light House Coffee. Abel Hall serves individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts by providing discretionary and non-discretionary investment management, integrated financial planning, and employer retirement-plan advisory and consulting services. The firm employs a holistic planning process and uses value-oriented and options-based investment techniques for select ultra-high-net-worth families.
Andrew M
Series 65
Baton Rouge, LA
Abel Hall, LLC
Andrew Miller is a financial advisor at Abel Hall, LLC in Baton Rouge, LA, holding a Series 65 designation with five years of industry experience. He has worked at Abel Hall since 2019 and previously spent five years at Brown Industries. Abel Hall serves individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts by providing discretionary and non-discretionary investment management, integrated financial planning, and employer retirement-plan advisory services. The firm employs a holistic planning process and uses a value-oriented, options-based approach for select ultra-high-net-worth families, alongside third-party money managers and institutional mutual funds.
Sarah Ashley M
Series 65
Baton Rouge, LA
Abel Hall, LLC
Sarah Ashley Meredith is a financial advisor at Abel Hall, LLC with a Series 65 designation and two years of industry experience. She previously worked for Taylor Porter Brooks & Phillips LLP for ten years before joining Abel Hall. Abel Hall, LLC provides investment management and financial planning services to individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts. The firm emphasizes a holistic planning process and offers specialized value-oriented and options-based investment techniques for ultra-high-net-worth families.
Catherine G
CFP®, Series 65
Baton Rouge, LA
Abel Hall, LLC
Catherine Gayle is a CFP®-certified financial advisor with five years of industry experience, currently with Abel Hall, LLC. She previously worked at Deloitte & Touche, LLP and has background experience in education at St. Joseph's Academy and Louisiana State University. Abel Hall, LLC serves individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts, providing investment management, financial planning, and retirement-plan advisory services. The firm employs a holistic planning process and uses value-oriented and options-based techniques for select ultra-high-net-worth families, while also utilizing third-party managers and institutional mutual funds.
Leo A
CFP®, Series 63
Baton Rouge, LA
Abel Hall, LLC
Leo Abel is a financial advisor with Abel Hall, LLC in Baton Rouge, LA, holding the CFP® designation and Series 63 license. He has 32 years of industry experience, including roles at Raymond James Financial and Mutual Securities, Inc. Outside of his advisory work, he assists with the business aspects of his son's music career. Abel Hall serves individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts, providing discretionary and non-discretionary investment management along with integrated financial planning and employer retirement-plan advisory. The firm employs a holistic planning process aligned with client goals and uses value-oriented and options-based techniques for select ultra-high-net-worth families.
John E
CFP®, Series 65
Baton Rouge, LA
Abel Hall, LLC
John Ellender is a financial advisor with Abel Hall, LLC, holding a Series 65 designation and one year of industry experience. He has been with Abel Hall since 2023 and is also CEO and partner of Crosby & Ellender, a music and entertainment business. Abel Hall advises individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts, offering discretionary and non-discretionary investment management along with comprehensive financial planning and retirement-plan consulting. The firm employs a holistic planning approach and uses a range of investment strategies, including value-oriented and options-based techniques for select ultra-high-net-worth families.
Andrew H
Series 63, Series 65
Baton Rouge, LA
Abel Hall, LLC
Andrew Hall is a financial advisor with Abel Hall, LLC in Baton Rouge, Louisiana. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions at Level Four Financial, Mutual Securities, and Raymond James Financial Services. Outside of advising, he is also involved as an insurance agent through his own firm, Andrew Philips Hall. Abel Hall, LLC serves individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts, providing discretionary and non-discretionary investment management along with integrated financial planning and employer retirement-plan consulting. The firm uses a holistic planning approach combined with asset allocation and portfolio management strategies, including specialized techniques for ultra-high-net-worth families.
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