# William Wolcott Hall Investment Adviser

> William Wolcott Hall Investment Adviser is a state-registered investment advisory firm, registered since 1999, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 21, 2026.

- CRD: 112460
- Filed as: WILLIAM WOLCOTT HALL INVESTMENT ADVISER
- Legal name: Hall, William, Wolcott
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: January 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/112460
- AdvisorCensus page: https://advisorcensus.com/firm/william-wolcott-hall-investment-adviser-112460

## Quick answers

**How is William Wolcott Hall Investment Adviser compensated?**
On its Form ADV (Item 5.E, October 2026), William Wolcott Hall Investment Adviser reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is William Wolcott Hall Investment Adviser registered with the SEC or a state?**
William Wolcott Hall Investment Adviser is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 112460.

**How much does William Wolcott Hall Investment Adviser manage?**
William Wolcott Hall Investment Adviser reports $37,928,609 in regulatory assets under management in its Form ADV filing dated January 21, 2026 (100% discretionary).

**What types of clients does William Wolcott Hall Investment Adviser serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (4).

**Does William Wolcott Hall Investment Adviser 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/112460

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $37,928,609
- Discretionary: $37,928,609
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 4 | $37,928,609 |

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

### Firm details
- Registered since: 1999 (27 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. William Wolcott Hall Investment Adviser (CRD 112460): Form ADV filing data as of October 2026.