HALL CAPITAL MANAGEMENT COMPANY, INC.
Adviser information for HALL CAPITAL MANAGEMENT COMPANY, INC. last updated from Form ADV on March 4th, 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 | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Massachusetts, United States |
Employees
Total Number of Employees | 8 |
---|---|
Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 491 | $340.9M |
Non-Discretionary | 2 | $1.8M |
Total | 493 | $342.7M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 370 | $77.4M |
HNW Individuals | 107 | $240.3M |
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 | 6 | $8.2M |
Charitable organizations | 9 | $16.7M |
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 | <5 | $9,208 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 1 |
No. of Financial Planning Clients | 11-25 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesCONSULTING - TAX PREPARATION SERVICES/RETIREMENT PLANS |
---|---|
Compensation | % of AUMFixed fees |
Other Business Activities | Accountant or accounting firm |
Principal Office
26 BOSWORTH STREETSUITE 4
BARRINGTON
RI
United States
Monday - Friday, 8:30 A.M. - 4:30 P.M.
Tel: (401) 245-0049, Fax: (401) 245-3761
Chief Compliance Officer
ROBERT F. HALL
CHAIRMAN
26 BOSWORTH STREET
SUITE 4
BARRINGTON
RI
United States
Tel:
401-245-0049
Fax:
401-245-3761
R*********@******************M
(Full email address available in API data)
Regulatory Contact
CAROL MCCARTHY
SENIOR VICE PRESIDENT
26 BOSWORTH STREET
SUITE 4
BARRINGTON
RI
United States
Tel:
401-245-0049
Fax:
401-245-3761
C****@******************M
(Full email address available in API data)
Industry Affiliates
JOHN P. TEIXEIRA | Accountant or accounting firm |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
HALL, ROBERT, FITTS | Individual | – | CHAIRMAN; DIRECTOR; CHIEF COMPLIANCE OFFICER | 02/1997 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 26th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
3M CO | COM | 245K | 2K | – |
ABBOTT LABS | COM | 3M | 29K | – |
ABBVIE INC | COM | 3M | 18K | – |
ADOBE INC | COM | 224K | 403 | – |
ALPHABET INC | CAP STK CL A | 5M | 28K | – |
ALPHABET INC | CAP STK CL C | 393K | 2K | – |
ALTRIA GROUP INC | COM | 274K | 6K | – |
AMAZON COM INC | COM | 3M | 18K | – |
AMERICAN EXPRESS CO | COM | 1M | 6K | – |
APPLE INC | COM | 8M | 39K | – |
AUTOMATIC DATA PROCESSING IN | COM | 4M | 19K | – |
BANK AMERICA CORP | COM | 774K | 19K | – |
BECTON DICKINSON & CO | COM | 273K | 1K | – |
BERKSHIRE HATHAWAY INC DEL | CL A | 612K | 1 | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2M | 4K | – |
BLACKROCK INC | COM | 416K | 529 | – |
BLACKSTONE INC | COM | 1M | 10K | – |
BRISTOL-MYERS SQUIBB CO | COM | 250K | 6K | – |
BROADCOM INC | COM | 636K | 396 | – |
CARRIER GLOBAL CORPORATION | COM | 265K | 4K | – |
CITIZENS FINL GROUP INC | COM | 305K | 8K | – |
CLOROX CO DEL | COM | 426K | 3K | – |
COCA COLA CO | COM | 2M | 27K | – |
COLGATE PALMOLIVE CO | COM | 364K | 4K | – |
COSTCO WHSL CORP NEW | COM | 5M | 6K | – |
CSX CORP | COM | 595K | 18K | – |
CVS HEALTH CORP | COM | 245K | 4K | – |
DARDEN RESTAURANTS INC | COM | 242K | 2K | – |
DIGITAL RLTY TR INC | COM | 2M | 10K | – |
DISNEY WALT CO | COM | 375K | 4K | – |
DOMINION ENERGY INC | COM | 538K | 11K | – |
DUKE ENERGY CORP NEW | COM NEW | 3M | 27K | – |
EMERSON ELEC CO | COM | 2M | 17K | – |
FIDELITY COVINGTON TRUST | MSCI CONSM DIS | 516K | 6K | – |
HEALTHCARE RLTY TR | CL A COM | 342K | 21K | – |
HERSHEY CO | COM | 345K | 2K | – |
HOME DEPOT INC | COM | 3M | 10K | – |
HONEYWELL INTL INC | COM | 3M | 12K | – |
INTEL CORP | COM | 228K | 7K | – |
ISHARES TR | CORE S&P MCP ETF | 219K | 4K | – |
ISHARES TR | IBOXX HI YD ETF | 2M | 30K | – |
ISHARES TR | ISHS 1-5YR INVS | 10M | 203K | – |
JANUS DETROIT STR TR | HENDRSON AAA CL | 11M | 209K | – |
JOHNSON & JOHNSON | COM | 4M | 29K | – |
JPMORGAN CHASE & CO. | COM | 6M | 29K | – |
KIMBERLY-CLARK CORP | COM | 3M | 23K | – |
LOCKHEED MARTIN CORP | COM | 3M | 6K | – |
LOWES COS INC | COM | 273K | 1K | – |
M & T BK CORP | COM | 550K | 4K | – |
MCDONALDS CORP | COM | 3M | 12K | – |
MEDTRONIC PLC | SHS | 312K | 4K | – |
MERCK & CO INC | COM | 3M | 24K | – |
META PLATFORMS INC | CL A | 1M | 3K | – |
MICROSOFT CORP | COM | 17M | 37K | – |
MONDELEZ INTL INC | CL A | 658K | 10K | – |
MORGAN STANLEY | COM NEW | 236K | 2K | – |
NEXTERA ENERGY INC | COM | 2M | 31K | – |
NORFOLK SOUTHN CORP | COM | 325K | 2K | – |
NOVARTIS AG | SPONSORED ADR | 562K | 5K | – |
NVIDIA CORPORATION | COM | 944K | 8K | – |
ORACLE CORP | COM | 2M | 14K | – |
OTIS WORLDWIDE CORP | COM | 202K | 2K | – |
PAYCHEX INC | COM | 2M | 15K | – |
PEPSICO INC | COM | 5M | 27K | – |
PFIZER INC | COM | 571K | 20K | – |
PRICE T ROWE GROUP INC | COM | 1M | 9K | – |
PROCTER AND GAMBLE CO | COM | 2M | 15K | – |
RTX CORPORATION | COM | 449K | 4K | – |
SELECT SECTOR SPDR TR | ENERGY | 4M | 48K | – |
SELECT SECTOR SPDR TR | TECHNOLOGY | 407K | 2K | – |
SOUTHERN CO | COM | 326K | 4K | – |
SPDR DOW JONES INDL AVERAGE | UT SER 1 | 286K | 732 | – |
SPDR GOLD TR | GOLD SHS | 716K | 3K | – |
SPDR S&P 500 ETF TR | TR UNIT | 649K | 1K | – |
SPDR SER TR | S&P DIVID ETF | 242K | 2K | – |
STARBUCKS CORP | COM | 350K | 4K | – |
STRYKER CORPORATION | COM | 471K | 1K | – |
TARGET CORP | COM | 200K | 1K | – |
TESLA INC | COM | 335K | 2K | – |
THERMO FISHER SCIENTIFIC INC | COM | 3M | 5K | – |
TJX COS INC NEW | COM | 2M | 18K | – |
UNION PAC CORP | COM | 3M | 15K | – |
UNITEDHEALTH GROUP INC | COM | 3M | 5K | – |
VANECK ETF TRUST | SEMICONDUCTR ETF | 3M | 11K | – |
VANGUARD INDEX FDS | MID CAP ETF | 9M | 38K | – |
VANGUARD INDEX FDS | REAL ESTATE ETF | 2M | 24K | – |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 748K | 1K | – |
VANGUARD INDEX FDS | SM CP VAL ETF | 1M | 6K | – |
VANGUARD INDEX FDS | SMALL CP ETF | 898K | 4K | – |
VANGUARD INDEX FDS | VALUE ETF | 615K | 4K | – |
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 5M | 93K | – |
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 10M | 131K | – |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 2M | 13K | – |
VERIZON COMMUNICATIONS INC | COM | 290K | 7K | – |
VISA INC | COM CL A | 3M | 10K | – |
WALMART INC | COM | 5M | 71K | – |
WASTE MGMT INC DEL | COM | 5M | 22K | – |
YUM BRANDS INC | COM | 484K | 4K | – |