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

Identifiers

SEC RIA File Number 801-54286
SEC ERA File Number 801-54286
SEC CIK Numbers 1122490
SEC CRD Numbers 108141
Legal Entity Identifier None

Principal Office

26 BOSWORTH STREET
SUITE 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
(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
(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

105020192020202120222023202420258 on 5/1/20198 on 6/27/20198 on 11/20/20198 on 3/28/20208 on 6/12/20208 on 11/12/20208 on 3/30/20218 on 11/2/20218 on 11/3/20218 on 3/22/20228 on 5/25/20228 on 10/3/20228 on 10/27/20228 on 3/30/20238 on 9/19/20238 on 11/1/20238 on 12/4/20238 on 3/4/2024

RAUM, Historic

400M200M02019202020212022202320242025244989818 on 5/1/2019244989818 on 6/27/2019244989818 on 11/20/2019298165571 on 3/28/2020298165571 on 6/12/2020298165571 on 11/12/2020322263473 on 3/30/2021322263473 on 11/2/2021322263473 on 11/3/2021362493232 on 3/22/2022362493232 on 5/25/2022362493232 on 10/3/2022362493232 on 10/27/2022334572660 on 3/30/2023334572660 on 9/19/2023334572660 on 11/1/2023334572660 on 12/4/2023342685575 on 3/4/2024

No. Clients, Historic

50025002019202020212022202320242025299 on 5/1/2019299 on 6/27/2019299 on 11/20/2019313 on 3/28/2020313 on 6/12/2020313 on 11/12/2020348 on 3/30/2021348 on 11/2/2021348 on 11/3/2021455 on 3/22/2022455 on 5/25/2022455 on 10/3/2022455 on 10/27/2022487 on 3/30/2023487 on 9/19/2023487 on 11/1/2023487 on 12/4/2023492 on 3/4/2024

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