CRD: 174754
Hall Financial Advisors, PC
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- Custodian
- TD Ameritrade ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-03-2015
- Office Locations
- 1
Office Locations
About Hall Financial Advisors, PC
Hall Financial Advisors, PC is a Georgia-licensed firm blending accounting with personal financial planning for business owners, executives, and independent professionals. Services include tax preparation and planning, IRS tax problem resolution, small-business accounting (payroll, part-time CFO, valuation, succession planning), and QuickBooks setup/training. Investment allocations lean toward ETFs and fixed income. The firm supports clients with a secure file-upload workflow.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
TONYA LYNN HALL
Chief Compliance Officer, Owner
- CRD
- #5712905
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,485,611,889 | 19.6% |
| Corporate - Investment Grade | $1,114,208,917 | 14.7% |
| Cash | $1,250,642,662 | 16.5% |
| Municipal Bonds | $2,364,851,578 | 31.2% |
| U.S. Government/Agency | $1,364,337,449 | 18.0% |
| Total | $7,579,652,495 | 100.0% |