Lauren Hall
Pin Oak Investment Advisors · Houston, Texas
Lauren Hall is a fee-only financial advisor at Pin Oak Investment Advisors in Houston, Texas. Lauren focuses on family wealth transfer. Pin Oak Investment Advisors reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Pin Oak Investment Advisors |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $784.8M across 322 accounts |
| SEC registration | Investment adviser representative in TX · CRD 8033103 |
| Exams passed | Series 65 (2024) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.pinoak.com |
| Profile |
How Lauren's firm compares
- Pin Oak Investment Advisors's average account is about $2.4 million, from its Form ADV (assets managed divided by 322 accounts).
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Questions about Lauren
Is Lauren Hall a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lauren holds no broker registration, and Pin Oak Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lauren charge for financial advice?
Lauren's firm, Pin Oak Investment Advisors, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Lauren Hall based?
Lauren Hall is based in Houston, Texas.
What does Lauren specialize in?
Lauren's specialties include family wealth transfer. Lauren works with multi-generational families.
Is Lauren Hall registered with the SEC?
Yes. Lauren Hall is registered as an investment adviser representative in TX (CRD 8033103), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pin Oak Investment Advisors manage?
Pin Oak Investment Advisors reports $784.8M across 322 accounts in assets under management.
How do I contact Lauren Hall?
Through Lauren's website, www.pinoak.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Pin Oak Investment Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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