{
  "crd_number": 108141,
  "slug": "hall-capital-management-company-inc-barrington-ri-108141",
  "primary_business_name": "HALL CAPITAL MANAGEMENT COMPANY, INC.",
  "legal_name": "HALL CAPITAL MANAGEMENT COMPANY, INC.",
  "dbas": [],
  "city": "Barrington",
  "state": "RI",
  "country": "United States",
  "cbsa_code": "39300",
  "metro": {
    "cbsa_code": "39300",
    "common_name": "Providence",
    "msa_name": "Providence-Warwick, RI-MA",
    "path": "/advisors/ri/providence"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1997-04-17",
  "years_registered": 29,
  "period": "2026-10-01",
  "filing_date": "2026-09-22",
  "carried_forward": false,
  "raum_total": 411648230.0,
  "raum_discretionary": 409844380.0,
  "raum_non_discretionary": 1803850.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 19388354.0,
      "count": 10
    },
    "individuals": {
      "raum": 88039983.0,
      "count": 398
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 14984046.0,
      "count": 14
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 289176651.0,
      "count": 121
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 59196.0,
      "count": null,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "FL",
    "GA",
    "IL",
    "MA",
    "MD",
    "ME",
    "NC",
    "NH",
    "NY",
    "RI",
    "SC",
    "TX"
  ],
  "websites": [
    "https://hallcapitalmgmt.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108141",
  "city_as_filed": "BARRINGTON",
  "url": "https://advisorcensus.com/firm/hall-capital-management-company-inc-barrington-ri-108141",
  "display_name": "Hall Capital Management Company, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. Hall Capital Management Company, Inc. (CRD 108141): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Hall Capital Management Company, Inc. compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Hall Capital Management Company, Inc. charge?",
      "a": "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."
    },
    {
      "q": "Where is Hall Capital Management Company, Inc. located?",
      "a": "Hall Capital Management Company, Inc.'s principal office is in Barrington, RI, according to its Form ADV."
    },
    {
      "q": "Is Hall Capital Management Company, Inc. registered with the SEC or a state?",
      "a": "Hall Capital Management Company, Inc. is an SEC-registered investment advisory firm, registered since 1997. Status as filed: Approved. CRD 108141."
    },
    {
      "q": "How much does Hall Capital Management Company, Inc. manage?",
      "a": "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)."
    },
    {
      "q": "How have Hall Capital Management Company, Inc.'s assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Hall Capital Management Company, Inc. serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Hall Capital Management Company, Inc. use?",
      "a": "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."
    },
    {
      "q": "Does Hall Capital Management Company, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Hall Capital Management Company, Inc. state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Hall Capital Management Company, Inc.'s recent Form ADV filings?",
      "a": "In the October 2026 filing data: No longer lists an office in Cumberland, RI."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 322263473.0,
      "total_employees": 8,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 362493232.0,
      "total_employees": 8,
      "filing_date": "2022-05-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 334572660.0,
      "total_employees": 8,
      "filing_date": "2023-09-19"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 342685575.0,
      "total_employees": 8,
      "filing_date": "2024-08-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 368887819.0,
      "total_employees": 9,
      "filing_date": "2025-07-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 411648230.0,
      "total_employees": 9,
      "filing_date": "2026-09-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "No longer lists an office in Cumberland, RI."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $368,887,819 to $411,648,230 (+12%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in VA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 6, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "None",
    "planning_fees": [
      "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)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Hall Capital does not have any minimum asset requirements for opening or maintaining an account."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: None"
        ],
        "quotes": [
          "Hall Capital does not have a minimum investment management fee requirement."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,500 to $3,000 (Financial Planning Services)"
        ],
        "quotes": [
          "As a fixed fee, typically ranging from $1,500 to $3,000, depending on the nature and complexity of each client’s circumstances"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 to $300 an hour (Financial Planning Services)"
        ],
        "quotes": [
          "On an hourly basis of $250 - $300 per hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $150 to $3,500 (Tax Preparation Services)"
        ],
        "quotes": [
          "Fees for tax preparation services are charged on a fixed fee basis, ranging from $150 to $3500, depending upon complexity."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": 0.0,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 1500.0,
          "max": 3000.0,
          "period": "one_time",
          "service": "Financial Planning Services"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 250.0,
          "max": 300.0,
          "period": "hour",
          "service": "Financial Planning Services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 150.0,
          "max": 3500.0,
          "period": "one_time",
          "service": "Tax Preparation Services"
        }
      ]
    },
    "quotes": [
      "Hall Capital does not have any minimum asset requirements for opening or maintaining an account.",
      "Hall Capital does not have a minimum investment management fee requirement.",
      "As a fixed fee, typically ranging from $1,500 to $3,000, depending on the nature and complexity of each client’s circumstances",
      "On an hourly basis of $250 - $300 per hour.",
      "Fees for tax preparation services are charged on a fixed fee basis, ranging from $150 to $3500, depending upon complexity."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/hall-capital-management-company-inc-barrington-ri-108141.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 398,
      "fewer_than_5": false,
      "raum": 88039983.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 121,
      "fewer_than_5": false,
      "raum": 289176651.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 14,
      "fewer_than_5": false,
      "raum": 14984046.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 10,
      "fewer_than_5": false,
      "raum": 19388354.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 59196.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108141",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}