ABEL HALL, LLC
Adviser information for ABEL HALL, LLC last updated from Form ADV on February 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Louisiana, United States |
Employees
Total Number of Employees | 7 |
---|---|
Investment Advisory/Research | 5 |
Registered Broker-Dealer Representatives | 2 |
Registered State Investment Advisers | 5 |
Licensed Agents of an Insurance Company | 2 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 428 | $301.5M |
Non-Discretionary | 91 | $25.8M |
Total | 519 | $327.3M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 93 | $33.6M |
HNW Individuals | 64 | $268.9M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 5 | $6.2M |
Charitable organizations | 5 | $3.2M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 7 | $15.5M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
---|---|
Compensation | % of AUMFixed fees |
Principal Office
9270 SIEGEN LANESUITE 202
BATON ROUGE
LA
United States
Monday - Friday, 8AM-4:30PM
Tel: 225-408-4000, Fax: 225-408-8599
Websites
Chief Compliance Officer
ASHLEY MEREDITH
CCO
9270 SIEGEN LANE
SUITE 202
BATON ROUGE
LA
United States
Tel:
225-408-4000
Fax:
225-408-8599
A*****@***********M
(Full email address available in API data)
Regulatory Contact
ANDREW HALL
MANAGING MEMBER
9270 SIEGEN LANE
SUITE 202
BATON ROUGE
LA
United States
Tel:
225-408-4000
Fax:
225-408-8599
D***@***********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
ABEL, LEO, GREGORY | Individual | – | MANAGING MEMBER | 04/2019 | 50-75% |
HALL, ANDREW, PHILIPS | Individual | – | MANAGING MEMBER | 04/2019 | 50-75% |
MEREDITH, SARAH ASHLEY, CARVER | Individual | – | CCO | 08/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 25th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ABBVIE INC | COM | 403K | 2K | 0 |
ABRDN GLOBAL PREMIER PPTYS F | COM SH BEN INT | 38K | 10K | 0 |
ADOBE INC | COM | 283K | 510 | 0 |
ADVANCED MICRO DEVICES INC | COM | 288K | 2K | 0 |
AGREE RLTY CORP | COM | 315K | 5K | 0 |
AKOUSTIS TECHNOLOGIES INC | COM | 3K | 25K | 0 |
ALGONQUIN PWR UTILS CORP | COM | 70K | 12K | 0 |
ALPHABET INC | CAP STK CL A | 1M | 6K | 0 |
ALPHABET INC | CAP STK CL C | 1M | 6K | 0 |
AMAZON COM INC | COM | 2M | 9K | 0 |
AMERICAN EXPRESS CO | COM | 226K | 976 | 0 |
AMERICAN WELL CORP | CL A | 5K | 14K | 0 |
AMERIPRISE FINL INC | COM | 218K | 510 | 0 |
APPLE INC | COM | 3M | 16K | 0 |
ASML HOLDING N V | N Y REGISTRY SHS | 658K | 643 | 0 |
ASSERTIO HOLDINGS INC | COM NEW | 17K | 14K | 0 |
ASTRAZENECA PLC | SPONSORED ADR | 360K | 5K | 0 |
AT&T INC | COM | 358K | 19K | 0 |
AVALONBAY CMNTYS INC | COM | 232K | 1K | 0 |
B2GOLD CORP | COM | 270K | 100K | 0 |
BANCO BILBAO VIZCAYA ARGENTA | SPONSORED ADR | 111K | 11K | 0 |
BANCO SANTANDER S.A. | ADR | 130K | 28K | 0 |
BANK AMERICA CORP | COM | 337K | 8K | 0 |
BENSON HILL INC | COMMON STOCK | 2K | 11K | 0 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 858K | 2K | 0 |
BLACKROCK RES & COMMODITIES | SHS | 221K | 24K | 0 |
BRIGHT GREEN CORP | COMMON STOCK | 6K | 25K | 0 |
BRISTOL-MYERS SQUIBB CO | COM | 509K | 12K | 0 |
BROADCOM INC | COM | 1M | 671 | 0 |
CAMDEN PPTY TR | SH BEN INT | 240K | 2K | 0 |
CHEVRON CORP NEW | COM | 636K | 4K | 0 |
CHUBB LIMITED | COM | 244K | 958 | 0 |
CISCO SYS INC | COM | 354K | 7K | 0 |
COCA COLA CO | COM | 493K | 8K | 0 |
COHEN & STEERS QUALITY INCOM | COM | 234K | 20K | 0 |
COMCAST CORP NEW | CL A | 276K | 7K | 0 |
COMFORT SYS USA INC | COM | 208K | 684 | 0 |
CONOCOPHILLIPS | COM | 392K | 3K | 0 |
COSTCO WHSL CORP NEW | COM | 364K | 429 | 0 |
CVS HEALTH CORP | COM | 208K | 4K | 0 |
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 29M | 907K | 0 |
DIMENSIONAL ETF TRUST | US TARGETED VLU | 2M | 39K | 0 |
DIMENSIONAL ETF TRUST | SHORT DURATION F | 232K | 5K | 0 |
DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 780K | 19K | 0 |
DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 8M | 260K | 0 |
DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 8M | 263K | 0 |
DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 3M | 100K | 0 |
DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 4M | 131K | 0 |
DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 9M | 328K | 0 |
DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 292K | 12K | 0 |
DIMENSIONAL ETF TRUST | EMERGING MKTS VA | 1M | 53K | 0 |
DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 2M | 79K | 0 |
DIMENSIONAL ETF TRUST | EMERGING MKTS HI | 1M | 51K | 0 |
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 7M | 185K | 0 |
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 1M | 40K | 0 |
DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 437K | 17K | 0 |
DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 896K | 36K | 0 |
DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | 2M | 46K | 0 |
DIMENSIONAL ETF TRUST | GLOBAL CR ETF | 340K | 6K | 0 |
E L F BEAUTY INC | COM | 212K | 1K | 0 |
EATON CORP PLC | SHS | 814K | 3K | 0 |
EATON VANCE TAX-MANAGED GLOB | COM | 83K | 10K | 0 |
ELI LILLY & CO | COM | 909K | 1K | 0 |
EMCOR GROUP INC | COM | 268K | 733 | 0 |
ENBRIDGE INC | COM | 214K | 6K | 0 |
ENTERPRISE PRODS PARTNERS L | COM | 313K | 11K | 0 |
EPR PPTYS | COM SH BEN INT | 261K | 6K | 0 |
EVERSOURCE ENERGY | COM | 241K | 4K | 0 |
EXXON MOBIL CORP | COM | 2M | 14K | 0 |
FRANKLIN RESOURCES INC | COM | 360K | 16K | 0 |
GILEAD SCIENCES INC | COM | 438K | 6K | 0 |
GINKGO BIOWORKS HOLDINGS INC | CL A SHS | 7K | 20K | 0 |
GSK PLC | SPONSORED ADR | 513K | 13K | 0 |
GULF IS FABRICATION INC | COM | 285K | 47K | 0 |
HANCOCK JOHN FINL OPPTYS FD | SH BEN INT NEW | 224K | 8K | 0 |
HOME DEPOT INC | COM | 333K | 969 | 0 |
HSBC HLDGS PLC | SPON ADR NEW | 259K | 6K | 0 |
INTERNATIONAL BUSINESS MACHS | COM | 224K | 1K | 0 |
INTUITIVE SURGICAL INC | COM NEW | 214K | 481 | 0 |
ISHARES TR | CORE US AGGBD ET | 665K | 7K | 0 |
ISHARES TR | MSCI USA QLT FCT | 2M | 10K | 0 |
ISHARES TR | GLOBAL REIT ETF | 412K | 18K | 0 |
ISHARES TR | MSCI INTL QUALTY | 384K | 10K | 0 |
J P MORGAN EXCHANGE TRADED F | BETABULDRS JAPAN | 306K | 5K | 0 |
JPMORGAN CHASE & CO. | COM | 962K | 5K | 0 |
KELLANOVA | COM | 267K | 5K | 0 |
KLA CORP | COM NEW | 221K | 268 | 0 |
LINCOLN NATL CORP IND | COM | 356K | 11K | 0 |
LINDE PLC | SHS | 218K | 498 | 0 |
LLOYDS BANKING GROUP PLC | SPONSORED ADR | 59K | 22K | 0 |
LOOP MEDIA INC | COM NEW | 4K | 44K | 0 |
LYONDELLBASELL INDUSTRIES N | SHS - A - | 420K | 4K | 0 |
MASTERCARD INCORPORATED | CL A | 446K | 1K | 0 |
MCDONALDS CORP | COM | 315K | 1K | 0 |
MERCK & CO INC | COM | 651K | 5K | 0 |
META PLATFORMS INC | CL A | 1M | 3K | 0 |
MICROSOFT CORP | COM | 4M | 8K | 0 |
MICROSTRATEGY INC | CL A NEW | 354K | 257 | 0 |
MITSUBISHI UFJ FINL GROUP IN | SPONSORED ADS | 210K | 19K | 0 |
MIZUHO FINANCIAL GROUP INC | SPONSORED ADR | 82K | 19K | 0 |
MULTIPLAN CORPORATION | COM | 4K | 10K | 0 |
MURPHY OIL CORP | COM | 258K | 6K | 0 |
NETFLIX INC | COM | 390K | 578 | 0 |
NEUBERGER BERMAN ENERGY INFR | COM | 160K | 20K | 0 |
NEWMONT CORP | COM | 319K | 8K | 0 |
NOVARTIS AG | SPONSORED ADR | 378K | 4K | 0 |
NOVO-NORDISK A S | ADR | 806K | 6K | 0 |
NUVEEN PFD & INCOME OPPORTUN | COM | 75K | 10K | 0 |
NVIDIA CORPORATION | COM | 3M | 27K | 0 |
OLAPLEX HLDGS INC | COM | 17K | 11K | 0 |
ORACLE CORP | COM | 298K | 2K | 0 |
ORGANON & CO | COMMON STOCK | 230K | 11K | 0 |
ORIGIN MATERIALS INC | COM | 10K | 11K | 0 |
P3 HEALTH PARTNERS INC | COM CL A | 7K | 15K | 0 |
PARKER-HANNIFIN CORP | COM | 200K | 396 | 0 |
PATRIA INVESTMENTS LIMITED | COM CL A | 181K | 15K | 0 |
PEPSICO INC | COM | 270K | 2K | 0 |
PFIZER INC | COM | 348K | 12K | 0 |
PROCTER AND GAMBLE CO | COM | 281K | 2K | 0 |
QUALCOMM INC | COM | 577K | 3K | 0 |
RIO TINTO PLC | SPONSORED ADR | 408K | 6K | 0 |
ROYCE SMALL CAP TRUST INC | COM | 289K | 20K | 0 |
SAFEHOLD INC | COM | 218K | 11K | 0 |
SALESFORCE INC | COM | 253K | 985 | 0 |
SANOFI | SPONSORED ADR | 498K | 10K | 0 |
SAP SE | SPON ADR | 353K | 2K | 0 |
SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 491K | 17K | 0 |
SERVICENOW INC | COM | 211K | 268 | 0 |
SHARECARE INC | COM CL A | 14K | 11K | 0 |
SHELL PLC | SPON ADS | 353K | 5K | 0 |
SOUTHERN CO | COM | 520K | 7K | 0 |
SPDR S&P 500 ETF TR | TR UNIT | 4M | 8K | 0 |
SUPER MICRO COMPUTER INC | COM | 766K | 935 | 0 |
TARGET CORP | COM | 301K | 2K | 0 |
TESLA INC | COM | 506K | 3K | 0 |
TOTALENERGIES SE | SPONSORED ADS | 510K | 8K | 0 |
TOYOTA MOTOR CORP | ADS | 247K | 1K | 0 |
UGI CORP NEW | COM | 202K | 9K | 0 |
UNITED PARCEL SERVICE INC | CL B | 351K | 3K | 0 |
UNITEDHEALTH GROUP INC | COM | 433K | 850 | 0 |
VERIZON COMMUNICATIONS INC | COM | 409K | 10K | 0 |
VERTEX PHARMACEUTICALS INC | COM | 220K | 470 | 0 |
VICI PPTYS INC | COM | 589K | 21K | 0 |
VISA INC | COM CL A | 443K | 2K | 0 |
WALMART INC | COM | 330K | 5K | 0 |
WELLS FARGO CO NEW | COM | 652K | 11K | 0 |
WESTERN MIDSTREAM PARTNERS L | COM UNIT LP INT | 397K | 10K | 0 |
WILEY JOHN & SONS INC | CL A | 216K | 5K | 0 |