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Hall Capital Management Company, Inc.

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Client assets under management

$377,216,634

Clients

519

23% high-net-worth

Advisors

3

of 9 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

173

Very High

Average account size

$726,814

About

Hall Capital serves individuals and high‑net‑worth clients as well as pension and profit‑sharing plans, charitable institutions, corporations, and trustees. The firm provides discretionary and non‑discretionary portfolio management, financial planning, retirement plan consulting, and — in certain circumstances — tax preparation and tax‑related consulting.

The firm’s investment process is driven by fundamental analysis and model portfolios: Hall Capital maintains stock and mutual fund “monitor lists” and constructs 20–30 stock and 30–45 mutual fund model portfolios while setting asset allocation ranges based on each client’s objectives and risk tolerance. Portfolios emphasize long‑term capital appreciation and dividend income through selected equities, complemented by a conservative, investment‑grade fixed‑income approach that actively manages duration and credit exposure.

What distinguishes Hall Capital from many peers is the integration of accounting and tax expertise into its advisory platform — several investment adviser representatives hold CPA licenses and the firm offers in‑house tax return preparation and tax consulting. This combination of a small, supported advisory team managing about $412 million in AUM together with retirement plan consulting and on‑staff accounting capability is less common among similarly sized supported firms.

Client services

Financial planning Portfolio management
Consulting - tax preparation services/retirement plans

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) General tax planning

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Fee options

Fixed

$1,500 to $3,000 for financial planning; $150 to $3,500 for tax preparation

Percentage

$0 - $1,000,000: 1.30% $1,000,000+: 0.85%

Project-based

$250 - $300 per hour

Main office location

Hall Capital Management Company, Inc.

26 Bosworth Street, Suite 4

Barrington RI 02806, United States

Number of offices

3

Most active in

California · Connecticut · Florida · Georgia · Illinois · Maine · Maryland · Massachusetts · New Hampshire · New York · North Carolina · Rhode Island · South Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Stephen C

Series 65

Barrington, RI

Hall Capital Management Company, Inc.

Stephen Clair Jr. is a financial advisor at Hall Capital Management Company, Inc. with 12 years of industry experience. He has been with Hall Capital since 2013 and holds a Series 65 designation. Outside of his advisory role, he is a 50% owner of Island Adventures Inc., a bicycle rental business in Newport, Rhode Island, where he manages the website and bookkeeping. Hall Capital Management serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable institutions, corporations, and trustees. The firm employs a fundamental analysis-driven investment process with model portfolios focused on long-term capital appreciation and dividend income, complemented by actively managed fixed-income strategies. It is notable for integrating accounting and tax expertise into its advisory services, including in-house tax preparation and consulting.

Wealth management Retirement plans for business owners (SEP, solo 401k) General tax planning
user avatar

Robert H

Series 63

Amelia Island, FL

Hall Capital Management Company, Inc.

Robert Hall is a financial advisor at Hall Capital Management Company, Inc. with 28 years of industry experience. He holds a Series 63 designation and has been with Hall Capital since 1997. Hall Capital serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable institutions, corporations, and trustees. The firm’s investment approach combines fundamental analysis with model portfolios focused on long-term capital appreciation and dividend income, complemented by active fixed-income management, and integrates accounting and tax expertise within its advisory services.

Wealth management Retirement plans for business owners (SEP, solo 401k) General tax planning
user avatar

John T

CFP®

Barrington, RI

Hall Capital Management Company, Inc.

John Teixeira is a CFP® professional with 10 years of industry experience. He has been with Hall Capital Management Company, Inc. since 2014, serving in his current role since 2018. Hall Capital Management Company serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable institutions, corporations, and trustees. The firm uses fundamental analysis and model portfolios to emphasize long-term capital appreciation and dividend income, integrating accounting and tax expertise into its advisory services.

Wealth management Retirement plans for business owners (SEP, solo 401k) General tax planning
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