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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Fusion
- Established Date
- 05-24-2019
- Office Locations
- 1
Office Locations
About Abel Hall, LLC
Abel Hall, LLC is a Baton Rouge-based wealth management firm serving families, business owners, and retirees with financial planning and portfolio management, including estate, charitable giving, insurance, retirement, and business succession planning. The firm emphasizes behavior-driven, long-term wealth accumulation across generations and typically implements portfolios with ETFs and mutual funds, with custody through Fidelity/NFS.
Team overview
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CRM
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Owner & Executives
LEO GREGORY ABEL
Financial Advisor, Managing Member
- CRD
- #2530923
- Ownership
- 50% but less than 75%
ANDREW PHILIPS HALL
Financial Advisor, Managing Member
- CRD
- #5772174
- Ownership
- 50% but less than 75%
North alpha
Atlas element capital
- CRD
- #29954
- Ownership
- 29.6%
Showing 2 of 3 owners & executives
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John Wallace Ellender
--
- CRD
- #7806951
Catherine Hodson Gayle
Financial Advisor
- CRD
- #7361271
Meridian vertex
Glacier north
- CRD
- #17147
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $816,720,198 | $1,341,084 |
| Non-Discretionary | $2,397,242 | $141,014 |
| Total | $819,117,440 | $1,308,494 |
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Separately Managed Accounts
Total SMA Asset: $819,117,440
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $317,366,001 | 12.2% |
| Public Funds | $408,413,624 | 15.7% |
| Cash | $366,791,853 | 14.1% |
| Private Funds | $673,752,412 | 25.9% |
| Other | $835,036,773 | 32.1% |
| Total | $2,601,360,663 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK MOMENTUM | QUANTUM ZENITH | 67EJMGDFQ | VTYXE | 10.87% | $108,720,277 |
| OAK TIMBER MOMENTUM | HARBOR HORIZON | 1F3M2ADYZ | WOTU | 9.49% | $49,354,970 |
| WAVE CREST EMBER | FOCUS UNISON | DEVFCM7FQ | QSFC | 9.76% | $52,187,961 |
| ATLAS FOCUS SUMMIT | VALUE HARBOR | 2MXGZPSGZ | ANBD | 1.99% | $79,598,356 |
| CREST RIDGE OAK | FOCUS CREST | MMQ27LAW7 | AQLRQ | 11.36% | $51,040,142 |
| QUANTUM OPTIMA | OAK HARBOR | T39YKMO8C | NJTW | 5.65% | $52,066,684 |
| DELTA PATHWAY QUANTUM | FOUNDATION SIGNAL | XFKHSTNG9 | GAK | 3.78% | $93,619,131 |
| OPTIMA ZENITH HARBOR | GLACIER RADIAL | DMMH6E75N | BBPC | 1.37% | $18,115,052 |