About Us

Our Story

After managing an investment club in my early 20s, I decided that I wanted to go to business school to become a professional investor.   Upon earning my MBA, I began my professional investment career at Scudder, Stevens and Clark the oldest, independent wealth management firm in the country.  At this $300 billion firm I managed portfolios for individuals and institutions alike. As the first fee only (no commissions) firm, it stood out as one that cared deeply about putting clients’ interests first.  After Scudder was acquired by a large investment bank,  I left to manage my own account.   Following several years as a family office, a former Scudder client asked if I would manage his account again.  I decided to accommodate him and launch Hall Capital LLC in 2010 as an advisory for high earners and wealthy retirees.  His $4 million was Hall Capital’s first outside account.  (It is now over $40 million).  I deployed the same investment process developed for the large firm.   Over time more clients joined, all through referrals.  

Tom Koch previously shared office space with Hall Capital for five years while managing several investment partnerships.  He joined our team after seeing the results of the Hall Capital investment process and wanting to serve clients with a broader investment platform and expanded services.  In addition to being an astute investor, Tom brought additional fixed income,  planning and tax optimization skills to the firm. While we have a small staff,  Hall Capital has over 100 years of combined relevant experience. We enjoy what we do and look forward to helping more people reach their financial goals.                                                            

- Donald Hall, Founder

Who We Are 

We are a fee only fiduciary Registered Investment Advisor equipped to help clients achieve their financial and life goals with peace of mind.

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Fiduciary  |  Fee Only  |  Client Focused  |  Deep Experience
Investment Philosophy

While we have considerable skills and credentials, the key reason clients have come to Hall Capital is trust.  Preserving that trust is paramount.

We never apply an investment or planning solution to our clients that we are not willing to take on ourselves. Our greatest satisfaction is helping clients achieve their goals.

OUR SERVICES

  • Disciplined, active investment management designed to preserve and grow wealth over the long term.

  • A durable financial plan that helps you understand what you can spend, save, and give with confidence.

  • Thoughtful strategies designed to reduce unnecessary taxes and improve the efficiency of your overall financial plan.

  • Identify and address the risks that could undermine your financial security and the legacy you hope to create.

Connect With Us

Connect with a financial advisor in your area for a free, no-obligation consultation.

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