# Abel Hall, LLC

> Abel Hall, LLC is an SEC-registered investment advisory firm in Baton Rouge, LA, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 302076
- Filed as: ABEL HALL, LLC
- Also doing business as: ABEL HALL FAMILY WEALTH PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Baton Rouge, LA
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/302076
- AdvisorCensus page: https://advisorcensus.com/firm/abel-hall-llc-baton-rouge-la-302076

## Quick answers

**How is Abel Hall, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Abel Hall, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Abel Hall, LLC located?**
Abel Hall, LLC's principal office is in Baton Rouge, LA, according to its Form ADV.

**Is Abel Hall, LLC registered with the SEC or a state?**
Abel Hall, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 302076.

**How much does Abel Hall, LLC manage?**
Abel Hall, LLC reports $819,117,440 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary).

**How have Abel Hall, LLC's assets and staff changed since 2021?**
In the Form ADV data for Abel Hall, LLC: Regulatory assets under management: $248,404,793 in the October 2021 data and $819,117,440 in the October 2026 data, up 230%. Total employees: 5 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Abel Hall, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (114); high net worth individuals (69); corporations or other businesses not listed above (10).

**Which custodians does Abel Hall, LLC use?**
Abel Hall, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Abel Hall, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/302076

**Does Abel Hall, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 27, 2026 says: "The minimum initial account value for opening an account with our firm is $2 million. We reserve the right to make exceptions, at our discretion, on a case by case basis."

**What changed in Abel Hall, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 6 to 7. Regulatory assets under management went from $400,117,820 to $819,117,440 (+105%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 27, 2026)

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> The minimum initial account value for opening an account with our firm is $2 million. We reserve the right to make exceptions, at our discretion, on a case by case basis.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $819,117,440
- Discretionary: $816,720,198
- Non-discretionary: $2,397,242

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 114 | $80,065,517 |
| High net worth individuals | 69 | $500,287,113 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $7,352,154 |
| Charitable organizations | 6 | $14,685,434 |
| Corporations or other businesses not listed above | 10 | $216,727,222 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 10 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, LA, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- abelhall.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $248,404,793 | 5 | March 2, 2021 |
| October 2022 | $351,205,698 | 5 | August 4, 2022 |
| October 2023 | $285,835,092 | 5 | August 17, 2023 |
| October 2024 | $327,307,709 | 7 | May 9, 2024 |
| October 2025 | $400,117,820 | 7 | January 29, 2025 |
| October 2026 | $819,117,440 | 10 | February 27, 2026 |

Regulatory assets under management: $248,404,793 in the October 2021 data and $819,117,440 in the October 2026 data, up 230%.
Total employees: 5 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 6 to 7.
- Regulatory assets under management went from $400,117,820 to $819,117,440 (+105%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Abel Hall, LLC (CRD 302076): Form ADV filing data as of October 2026.