H
CRD: 108141
Hall Capital Management Company, Inc.
$411.6M Total AUM
$409.8M Disc. AUM
3.9% 3Y CAGR
9 Employees
543 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Optima valueSummit focus
- Established Date
- 04-17-1997
- Office Locations
- 1
Office Locations
26 Bosworth Street Suite 4 Barrington RI
About Hall Capital Management Company, Inc.
Hall Capital Management Company, Inc. is a Barrington, RI advisory firm serving retail and institutional clients. The team provides 401(k) plan setup guidance and ongoing administrative support for small businesses, and integrates tax planning and compliance into broader financial planning. Portfolios commonly use ETFs, mutual funds, and fixed income, with custody through Charles Schwab.
Team overview
44 AVG AGE
$137.2M AVG AUM / ADVISOR
$758.1K AVG AUM / CLIENT
17.6 yrs AVG TENURE
9 Employees
3 Advisory Reps
3 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Wave pathway
Client Personas
Bridge
Investment Themes
Element Focus
Investment Vehicles
Vector
Services
Timber zenith Quantum vertex Eagle summit Meridian north Capital Catalyst Ridge
Technology
Pathway Pathway
Owner & Executives
ROBERT FITTS HALL
Chairman, Chief Compliance Officer, DIRECTOR
- CRD
- #1510707
- Ownership
- 75% or more
(879) 507-7421
legacy.harbor@foundationcapital.com
in linkedin.com/in/value-focus
Showing 1 of 1 owners & executives
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S
STEPHEN MICHAEL CLAIR JR.
Portfolio Manager
- CRD
- #6206360
(653) 414-9143
bridge.capital@capitalcapital.com
in linkedin.com/in/peak-timber
J
JOHN PAUL TEIXEIRA
President
- CRD
- #6489848
(448) 432-1881
vital.foundation@capitalcapital.com
in linkedin.com/in/beacon-fusion
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $409,844,380 | $366,587 |
| Non-Discretionary | $1,803,850 | $901,925 |
| Total | $411,648,230 | $367,543 |
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Separately Managed Accounts
Total SMA Asset: $411,648,230
Equity - Exchange:
47.8% Public Funds:
10.6% U.S. Government/Agency:
12.2% Corporate - Investment Grade:
8.5% Cash:
20.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,641,120,079 | 47.8% |
| Public Funds | $585,687,716 | 10.6% |
| U.S. Government/Agency | $674,093,409 | 12.2% |
| Corporate - Investment Grade | $469,655,244 | 8.5% |
| Cash | $1,154,799,366 | 20.9% |
| Total | $5,525,355,814 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM INSIGHT | WAVE UNISON | JXBODDF7S | WUGP | 6.41% | $44,516,518 |
| LEGACY FUSION | LEGACY HORIZON | BA0Y7L5KP | QNJYJ | 0.87% | $64,607,450 |
| QUANTUM BEACON RADIAL | SUMMIT ATLAS | PSVBELBA8 | ERHQ | 4.84% | $114,806,224 |
| FOCUS VERTEX VECTOR | RADIAL ELEMENT | 2326OFYHP | PTSOP | 8.98% | $45,615,983 |
| OAK NORTH SIGNAL | WAVE MERIDIAN | 8XQ4AC98S | YIE | 1.48% | $1,007,079 |
| HARBOR VITAL TIMBER | CREST EAGLE | 9RX2QN8YZ | KEU | 10.69% | $95,960,568 |
| LEGACY RADIAL PEAK | VECTOR ZENITH | 8I744NS63 | METT | 3.14% | $3,310,173 |
| SIGNAL RADIAL | RIDGE VECTOR | EI7YQCQ4O | GFUTN | 4.14% | $59,462,794 |