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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-03-2014
- Office Locations
- 1
Office Locations
About Blair Hall Advisors, LLC
Blair Hall Advisors is a Seattle-based RIA providing discretionary portfolio management and integrated financial planning for individuals and entrepreneurs, including tax, estate, retirement, and business-succession planning. Portfolios emphasize asset allocation and risk management using ETFs, index and mutual funds, with optional ESG/socially responsible tilts. Custody includes Charles Schwab and Interactive Brokers.
Reported data analysis
What the numbers show
Between September 25, 2025 and March 13, 2026, reported AUM increased 29.9%, from $106.9M to $138.8M.
Across 5 reported observations, AUM increased 269.2% between September 1, 2016 and March 13, 2026, from $37.6M to $138.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 48 clients, or 24 clients per representative. That equates to $2.9M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
THOMAS HENRY GERSON
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #5695323
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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JOAO CORREIA
FOUNDER, Managing Member
- CRD
- #6021918
Showing 1 of 2 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $138,834,786 | $2,892,391 |
| Non-Discretionary | $0 | -- |
| Total | $138,834,786 | $2,892,391 |
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Separately Managed Accounts
SMA allocation detail is available
Blair Hall Advisors, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.