Hall Capital, LLC

Hall Capital, LLC, established in 2010, is a Pasadena-based investment advisory firm wholly owned by Mr. Donald Hall. As a fiduciary, the firm prioritizes acting in the client's best interest. Offering Comprehensive Portfolio Management services, Hall Capital engages in asset management and financial planning, tailoring services to individual client needs. The firm manages $164,000,000 on a discretionary basis. Fees for services do not exceed 1.00% and are billed quarterly based on account value. Clients may incur transaction charges separate from fees. The firm does not charge performance-based fees and requires a minimum account balance of $1,000,000 for its services. Investment strategies include long-term and short-term purchases, trading, short sales, margin transactions, and put options. Hall Capital invests client cash balances in low-risk instruments. The firm does not have any disciplinary events and maintains a Code of Ethics to ensure fair client treatment. Mr. Hall's involvement in other entities is disclosed to manage potential conflicts of interest. The firm does not receive soft dollars and does not provide referral fees. Clients receive account statements from qualified custodians, and the firm does not accept proxy authority for voting client securities. Hall Capital does not have financial conditions impairing its obligations to clients.