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HALL CAPITAL, LLC

PASADENA, CA · CRD 153961 · IAPD ↗ · hallcapitalmanagement.com · 626-578-5700

$180.0MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2025 — HALL CAPITAL, LLC reported RAUM up 53% ($107.3M -> $164.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
June 2024 — HALL CAPITAL, LLC (PASADENA, CA) is newly SEC-registered with $107.3M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.