# JW Hall Financial LLC

> JW Hall Financial LLC is a state-registered investment advisory firm in San Antonio, TX, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 8, 2026.

- CRD: 337745
- Filed as: JW HALL FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: January 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337745
- AdvisorCensus page: https://advisorcensus.com/firm/jw-hall-financial-llc-san-antonio-tx-337745

## Quick answers

**How is JW Hall Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), JW Hall Financial LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is JW Hall Financial LLC located?**
JW Hall Financial LLC's principal office is in San Antonio, TX, according to its Form ADV.

**Is JW Hall Financial LLC registered with the SEC or a state?**
JW Hall Financial LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337745.

**How much does JW Hall Financial LLC manage?**
JW Hall Financial LLC reports $6,455,125 in regulatory assets under management in its Form ADV filing dated January 8, 2026 (100% discretionary).

**What types of clients does JW Hall Financial LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (4); individuals (other than high net worth individuals) (2).

**Does JW Hall Financial LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/337745

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $6,455,125
- Discretionary: $6,455,125
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $121,536 |
| High net worth individuals | 4 | $6,333,589 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JW Hall Financial LLC (CRD 337745): Form ADV filing data as of October 2026.