Thomas Koch
Hall Capital Management · Pasadena, California
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
- High earners
Facts
| Firm | Hall Capital Management |
|---|---|
| Based in | Pasadena, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $180M across 133 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2155898 |
| Exams passed | Series 63 (2009) · Series 65 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.hallcapitalmanagement.com |
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Questions about Thomas
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.
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
- Hall Capital Management 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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