# Blair Hall Advisors, LLC

> Blair Hall Advisors, LLC is an SEC-registered investment advisory firm, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 15, 2026.

- CRD: 170114
- Filed as: BLAIR HALL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170114
- AdvisorCensus page: https://advisorcensus.com/firm/blair-hall-advisors-llc-170114

## Quick answers

**How is Blair Hall Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Blair Hall Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Blair Hall Advisors, LLC registered with the SEC or a state?**
Blair Hall Advisors, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 170114.

**How much does Blair Hall Advisors, LLC manage?**
Blair Hall Advisors, LLC reports $138,834,786 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (100% discretionary).

**How have Blair Hall Advisors, LLC's assets and staff changed since 2025?**
In the Form ADV data for Blair Hall Advisors, LLC: Regulatory assets under management: $106,907,590 in the October 2025 data and $138,834,786 in the October 2026 data, up 30%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Blair Hall Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (43); individuals (other than high net worth individuals) (5).

**Which custodians does Blair Hall Advisors, LLC use?**
Blair Hall Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Blair Hall Advisors, 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/170114

**What changed in Blair Hall Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $106,907,590 to $138,834,786 (+30%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $138,834,786
- Discretionary: $138,834,786
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $799,253 |
| High net worth individuals | 43 | $138,035,533 |

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

### Firm details
- Registered since: 2024 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NJ, NY, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [blairhalladvisors.com](https://blairhalladvisors.com)
- Facebook @BLAIRHALLADVISORS
- LinkedIn @tomgerson
- YouTube @blairhalladvisors8173

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $106,907,590 | 2 | February 10, 2025 |
| October 2026 | $138,834,786 | 2 | September 15, 2026 |

Regulatory assets under management: $106,907,590 in the October 2025 data and $138,834,786 in the October 2026 data, up 30%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $106,907,590 to $138,834,786 (+30%).

### February 2026
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blair Hall Advisors, LLC (CRD 170114): Form ADV filing data as of October 2026.