William Wolcott Hall Investment Adviser
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
William Wolcott Hall Investment Adviser provides discretionary portfolio management primarily to high‑net‑worth individuals, trusts, and investment companies, tailoring services to portfolio size and desired cash-to-equity allocations. The firm operates as a sole proprietorship and bills clients on a percentage‑of‑assets basis.
The adviser emphasizes high‑quality, medium‑to‑large‑cap value and growth common stocks, using objective relative‑value screening to buy securities viewed as undervalued and sell those viewed as overvalued, while maintaining portions of portfolios in money‑market funds and high‑rated bonds to manage risk. Accounts are reviewed at least weekly, and clients receive monthly reports that detail holdings and realized gains or losses.
Distinctive features include a $500,000 account minimum and an explicit focus on high‑net‑worth relationships rather than serving smaller individual investors, a practice that differs from many peers. The firm does not participate in wrap fee programs, does not have custody of client assets, and does not charge performance‑based fees, and it has operated as a sole practitioner since 1989.
Client services
Expertise
Fee options
$0 - $500,000: 0.60% Over $500,000+: 0.40%
Account minimum: $500,000 (negotiable under adviser's discretion)
Main office
Centennial CO
Advisors at this office
1
Most active in
Colorado
Also doing business as
Hall, William, Wolcott · William Wolcott Hall · William Wolcott Hall Investment Adviser
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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