# Thomas Koch

> Thomas Koch is a fee-only financial advisor at Hall Capital Management in Pasadena, California. Thomas focuses on retirement planning, tax planning and founders (pre-exit). Hall Capital Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/thomas-koch/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Hall Capital Management
- **Based in:** Pasadena, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $180M across 133 accounts
- **Specialties:** Retirement planning, Tax planning, Founders (pre-exit)
- **Works with:** Retirees, Pre-retirees, Founders, High earners
- **CRD:** 2155898 (https://adviserinfo.sec.gov/individual/summary/2155898)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2009), Series 65 (2024)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.hallcapitalmanagement.com

## Frequently asked questions

### Is Thomas Koch a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Hall Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Thomas charge for financial advice?

Thomas's firm, Hall Capital Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Thomas Koch based?

Thomas Koch is based in Pasadena, California.

### What does Thomas specialize in?

Thomas's specialties include retirement planning, tax planning and founders (pre-exit). Thomas works with retirees, pre-retirees, founders and high earners.

### Is Thomas Koch registered with the SEC?

Yes. Thomas Koch is registered as an investment adviser representative in CA (CRD 2155898), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Hall Capital Management manage?

Hall Capital Management reports $180M across 133 accounts in assets under management.

### How do I contact Thomas Koch?

Through Thomas's website, www.hallcapitalmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2155898): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.hallcapitalmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.