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BLAIR HALL ADVISORS, LLC

· CRD 170114 · IAPD ↗ · blairhalladvisors.com · (206) 397-0325

$138.8MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — BLAIR HALL ADVISORS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2026 — BLAIR HALL ADVISORS, LLC reported RAUM up 30% ($106.9M -> $138.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2026 — BLAIR HALL ADVISORS, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
January 2025 — BLAIR HALL ADVISORS, LLC (location n/a) is newly SEC-registered with $110.9M RAUM and 2 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.