SourcingSourcing

HALL CAPITAL, LLC

A89
CRD 153961·SEC 801-130210·PASADENA, CA
AUM
$180.0M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$540K
@ 30% margin
Est. Deal Value
$4.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HALL CAPITAL, LLC
CRD
153961
SEC file #
801-130210
EIN
822759514
DBA names
—

Economics

AUM
$180.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$164.0M → $180.0M▲ +10%
Client mix
Individuals High Net Worth32
Individuals Other5
Charitable Organizations2

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
PASADENA CA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/03/2026
ADV-W filed at
—
Website
hallcapitalmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HALL, DONALD, EDWIN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
HALL, DONALD, EDWIN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Website Staleness Score
0.732
Web Signal Quality
ok
Wayback Last Material Change
2025-03-07T17:10:35.000Z
Wayback Snapshot Count
48
Wayback Snapshots Last 12mo
1
Wayback First Snapshot
2013-07-03T11:02:30.000Z
Wayback Last Snapshot
2025-07-10T01:01:30.000Z
Rdap Domain
HALLCAPITALMANAGEMENT.COM
Rdap Domain Creation Date
2011-04-04T21:29:27Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
8
Form 5500 Total Participants
1,481
Form 5500 Compensation Trajectory 3y
20240
20250
Form 5500 Plan Count Trajectory 3y
20255
20243
Schedule C Service Provider Rows
8

SEC EDGAR

Edgar Cik
0001719776
Edgar Registered
Yes
Edgar Filing Count
10
Edgar First Filing Date
2017-10-16
Edgar Last Filing Date
2025-07-30
Edgar Form D Count
10
Edgar Form D Offerings
2025-07-302025-07-30 · 0001719776-25-000001
2023-04-142023-04-14 · 0001719776-23-000003

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.345
Soi Zip Pct 200k Plus
0.1114
Soi Zip Returns 200k Plus
1,150
Soi Zip Total AGI
1,216,725
Fdic Zip Total Deposits
234,692,315,000
Fdic Zip Branch Count
714
Fdic Zip Top Banks
IndyMac Bank, F.S.B.
CIT BANK, NATIONAL ASSOCIATION

Compliance & brand

Firm Registration Status
active

All other collected signals (31)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
11661 SAN VICENTE BLVDSUITE 860LOS ANGELES, CA 90049
Business
11661 SAN VICENTE BLVDSUITE 860LOS ANGELES, CA 90049
Edgar EIN
822759514
Edgar Recent Filings
D/A2025-07-30 · 0001719776-25-000001
D/A2023-04-14 · 0001719776-23-000003
Fdic Zip Branches Raw
Citizens Commercial Trust and Savings Bank of PasadenaPasadena, CA
Home Savings of America, FSBPasadena, CA
Fdic Zip HHI
669.4
Fdic Zip Top Bank Share Pct
15.62
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-04T21:29:27Z
Rdap Domain Last Changed
2025-04-05T16:22:48Z
Rdap Nameservers
Ns69.domaincontrol.comNs70.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI23,323
Returns1,970
Stub 2
AGI68,820
Returns1,850
Stub 3
AGI101,244
Returns1,620
Soi Zip Total Business Income
37,770
Soi Zip Total Cap Gains
75,536
Soi Zip Total Dividends
41,453
Soi Zip Total Returns
10,320
Top Owner CRD
1089086
Trust Company Affiliate
No
Wayback Avg Days Between Changes
250.9
Wayback Closest Snapshot Ts
2025-03-07T17:10:35.000Z
Wayback Closest Snapshot Url
http://web.archive.org/web/20250307171035/https://www.hallcapitalmanagement.com/
Wayback Distinct Digest Count
18

People (2)

2
HALL, DONALD, EDWIN
IAR · Direct Owner · 87.5%
1089086
THOMAS RICHARD KOCH
IAR
2155898