JW Hall Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JW Hall Financial LLC is a fee‑only registered investment adviser that provides wealth management, investment management, and comprehensive financial planning to high‑net‑worth individuals and corporate clients. The firm manages roughly $6.45 million across a very small client base (six clients) and offers planning services that include business planning, employee‑benefits optimization, retirement and estate planning, and coordinated tax and legal referrals.
The firm’s investment approach combines Modern Portfolio Theory with a mix of passive and active strategies and employs fundamental, technical, charting and cyclical analyses to select funds and securities, generally favoring longer‑term holdings while permitting shorter‑term trades when appropriate. It typically acts on a discretionary basis, provides financial plans at no additional fee, and directs clients to maintain custody at a recommended institutional custodian.
Compared with peers, JW Hall is a newly formed, single‑advisor firm with an unusually small roster and no reported non‑high‑net‑worth individual clients, concentrating its business on higher‑net‑worth and institutional relationships. The firm relies on custodian‑provided account statements for performance and holdings reporting, does not aggregate client trades into block orders, and operates under a percentage‑of‑AUM, quarterly‑in‑arrears billing model.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
Fee-only: Fee-only firm; compensated solely by clients' advisory fees with no commissions or sales-related compensation
Main office
18756 Stone Oak Pkwy, Ste 200
San Antonio TX 78258
Advisors at this office
1
Most active in
Louisiana · Texas
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.
Forms ADV
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