Firm
Hall Capital Management Company
Barrington, Rhode Island
Fee-only
Hall Capital Management Company at a glance
- One of 38 fee-only firms based in Rhode Island in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 9 employees and 519 individual clients, 121 of them high net worth.
- Its average account is about $368,000 (assets it manages divided by its 1,120 accounts).
Facts
| Based in | Barrington, Rhode Island |
|---|---|
| Website | hallcapitalmgmt.com |
| Phone | (401) 245-0049 |
Hall Capital Management Company fees
Hall Capital Management Company doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $412 million |
| Individual clients | 398 |
| High-net-worth clients | 121 |
| Accounts managed | 1,120 |
| Employees | 9 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-54286) |
| Financial planning | Offered |
| Form ADV filed | October 15, 2026 |
| SEC record | CRD 108141 |
Advisors at this firm (3)
Other fee-only firms in Rhode Island
- Invest Track Financial · Wakefield
- Lincoln Capital · East Greenwich
- Lodestar Wealth · Providence
- M. W. Aragao Investment Advisors · Cumberland
- MB Financial Planning · Richmond
- McGuire Wealth Management · Wakefield
- Old Forge Wealth Management · Warwick
- Parsons Capital Management · Providence