Hall Capital Management Company, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$377,216,634
Clients
519
Advisors
3
across 2 offices
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
Expertise
Fee options
$1,500 to $3,000 for financial planning; $150 to $3,500 for tax preparation
$0 - $1,000,000: 1.30% $1,000,000+: 0.85%
$250 - $300 per hour
Main office
See office26 Bosworth Street, Suite 4
Barrington RI 02806
Advisors at this office
2
Offices (2)
Most active in
California · Connecticut · Florida · Georgia · Illinois · Maine · Maryland · Massachusetts · New Hampshire · New York · North Carolina · Rhode Island · South Carolina · Texas
Also doing business as
Hall Capital Management Co Inc · Hall Capital Management Company, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
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.
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.
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.
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