Hall Capital, LLC

Hall Capital provides comprehensive portfolio management and financial planning to individuals (including high‑net‑worth clients), trusts, corporations, endowments, and foundations under discretionary agreements, and the firm states a $1,000,000 minimum for its comprehensive service. Services described in the brochure include establishing and transferring accounts, asset management using ETFs, mutual funds, individual stocks and bonds, and periodic rebalancing and reviews.

The firm’s investment process is rooted in fundamental analysis and uses a range of strategies that can include long‑term holdings, short‑term trades, and active trading when appropriate, with at least quarterly account reviews. The brochure discloses that Hall Capital may employ margin borrowing, short sales, and put options in client accounts and that it will rebalance or adjust portfolios based on changes in client circumstances or market conditions.

Hall Capital’s brochure also discloses features that differentiate it from many peers: it markets hypothetical and historical performance results and explicitly acknowledges the use of borrowing and derivatives in separately managed accounts, and it sets out the custody and reporting practices related to an affiliated alternative fund. The firm further discloses relationships with private equity and alternative strategy vehicles and describes mitigation steps for related conflicts (for example, fee credits and separate reporting), while serving a relatively small number of accounts with a high average account size.