Barrington, RI Office
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Hall Capital Management Company, Inc.
Supported
Firm-wide stats for Hall Capital Management Company, Inc.
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.
Expertise
Location
26 Bosworth Street, Suite 4
Barrington RI 02806
Advisors at this office
2
Advisors at this office
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.
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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