AdvisorCensus / Financial advisors / Rhode Island / Providence / Hall Capital Management Company, Inc.
Hall Capital Management Company, Inc.
Filed as HALL CAPITAL MANAGEMENT COMPANY, INC.
Hall Capital Management Company, Inc. is an SEC-registered investment advisory firm in Barrington, RI, registered since 1997, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 22, 2026.
Quick answers
From the filingHow is Hall Capital Management Company, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Hall Capital Management Company, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Hall Capital Management Company, Inc. charge?
Its Form ADV Part 2A brochure dated March 6, 2026 states: Flat fee: $1,500 to $3,000 (Financial Planning Services); Hourly rate: $250 to $300 an hour (Financial Planning Services); Flat fee: $150 to $3,500 (Tax Preparation Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Hall Capital Management Company, Inc. located?
Hall Capital Management Company, Inc.'s principal office is in Barrington, RI, according to its Form ADV.
Is Hall Capital Management Company, Inc. registered with the SEC or a state?
Hall Capital Management Company, Inc. is an SEC-registered investment advisory firm, registered since 1997. Status as filed: Approved. CRD 108141.
How much does Hall Capital Management Company, Inc. manage?
Hall Capital Management Company, Inc. reports $411,648,230 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (100% discretionary).
How have Hall Capital Management Company, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Hall Capital Management Company, Inc.: Regulatory assets under management: $322,263,473 in the October 2021 data and $411,648,230 in the October 2026 data, up 28%. Total employees: 8 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Hall Capital Management Company, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (398); high net worth individuals (121); pension and profit sharing plans (but not the plan participants or government pension plans) (14).
Which custodians does Hall Capital Management Company, Inc. use?
Hall Capital Management Company, Inc.'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 Hall Capital Management Company, Inc. 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/108141
Does Hall Capital Management Company, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 6, 2026 says: "Hall Capital does not have any minimum asset requirements for opening or maintaining an account."
What changed in Hall Capital Management Company, Inc.'s recent Form ADV filings?
In the October 2026 filing data: No longer lists an office in Cumberland, RI.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
Hall Capital does not have any minimum asset requirements for opening or maintaining an account.
Minimum annual fee: None
The brochure's wording
Hall Capital does not have a minimum investment management fee requirement.
Flat fee: $1,500 to $3,000 (Financial Planning Services)
The brochure's wording
As a fixed fee, typically ranging from $1,500 to $3,000, depending on the nature and complexity of each client’s circumstances
Hourly rate: $250 to $300 an hour (Financial Planning Services)
The brochure's wording
On an hourly basis of $250 - $300 per hour.
Flat fee: $150 to $3,500 (Tax Preparation Services)
The brochure's wording
Fees for tax preparation services are charged on a fixed fee basis, ranging from $150 to $3500, depending upon complexity.
As stated in the firm's Form ADV Part 2A brochure dated March 6, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$411,648,230 as of October 2026, filing dated September 22, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1997 (29 years)
- Employees
- Total: 9. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
14 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $411,648,230 | 9 | September 22, 2026 |
| October 2025 | $368,887,819 | 9 | July 22, 2025 |
| October 2024 | $342,685,575 | 8 | August 12, 2024 |
| October 2023 | $334,572,660 | 8 | September 19, 2023 |
| October 2022 | $362,493,232 | 8 | May 25, 2022 |
| October 2021 | $322,263,473 | 8 | March 30, 2021 |
Regulatory assets under management: $322,263,473 in the October 2021 data and $411,648,230 in the October 2026 data, up 28%.
Total employees: 8 in October 2021 and 9 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- No longer lists an office in Cumberland, RI.
- April 2026
- Regulatory assets under management went from $368,887,819 to $411,648,230 (+12%).
- January 2026
- No longer registered or notice-filed in VA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Hall Capital Management Company, Inc. (CRD 108141): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/hall-capital-management-company-inc-barrington-ri-108141