$6.5M Total AUM
$6.5M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
0 yrs Firm Age
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- Custodian
- Capital Group · Charles Schwab & Company · JP Morgan
- Clients
- Retail
- Platforms
- Meridian
- Established Date
- 10-30-2025
- Office Locations
- 1
Office Locations
18756 Stone OAK Pkwy STE 200 SAN Antonio TX
About JW Hall Financial LLC
J.W. Hall Financial is an independent RIA providing tax-efficient financial planning and ongoing investment management, integrating tax strategy, retirement income planning, and legacy/wealth transfer guidance. The firm focuses on clients in or near retirement, oil & gas professionals, and small business owners, serving primarily Texas and Louisiana.
Team overview
-- AVG AGE
$6.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
0.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Wave glacier Meridian Summit ember
Client Personas
Meridian
Custodian
Bridge Oak
Investment Themes
Vital vertex North pioneer
Investment Vehicles
Timber vertex
Services
Catalyst horizon Horizon momentum Legacy beacon Optima Meridian bridge Quantum harbor
Technology
Matrix horizon
Owner & Executives
J
John Wes Hall
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #7965978
- Ownership
- 75% or more
(479) 868-5320
element.glacier@vitalcapital.com
in linkedin.com/in/radial-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,455,125 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,455,125 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,455,125
Public Funds:
16.6% Equity - Exchange:
52.9% Cash:
30.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,041,512,842 | 16.6% |
| Equity - Exchange | $3,319,037,913 | 52.9% |
| Cash | $1,913,622,994 | 30.5% |
| Total | $6,274,173,749 | 100.0% |