Hall Capital Management Company, Inc.

Hall Capital Management Company, Inc. is a registered investment adviser founded in 1997 by Robert F. Hall, who serves as the Principal Owner, Chairman, and Chief Compliance Officer. The firm offers discretionary and non-discretionary investment management services tailored to individual client needs, including asset allocation, financial planning, tax preparation, and consulting services to retirement plan sponsors. Hall Capital acts as a fiduciary, obligated to act in the best interests of clients, with no minimum asset requirements for opening or maintaining an account. For investment management services, Hall Capital charges fees based on a tiered structure, with an annual fee of 1.30% for the first $1,000,000 in assets under management and 0.85% for amounts over $1,000,000. The firm does not charge performance-based fees and does not participate in wrap fee programs. Clients may authorize Hall Capital to debit fees directly from their accounts. The firm's investment philosophy focuses on providing consistent growth through proper asset diversification, with a core philosophy of long-term capital appreciation and secure dividend income. Hall Capital primarily invests in established companies and high-quality, investment-grade bonds. The firm also offers financial planning services and does not engage in principal transactions or cross trades between client accounts. Hall Capital's team includes experienced professionals like Stephen M. Clair, Jr., Vice President and Portfolio Manager, and John P. Teixeira, President, who hold relevant educational backgrounds and professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Public Accountant (CPA). The firm has no disciplinary disclosures and operates under the supervision of Robert F. Hall.