Stephen
Clair

Hall Capital Management Company, Inc

CRD#6206360
Investment Advisor
in Barrington, RI

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About this Advisor

Stephen Clair is a financial advisor based in Barrington, Rhode Island, with a total of 10 years of industry experience. Clair is an employee of Hall Capital Management Company, Inc. Their career trajectory has included roles at Hall Capital Management Co., Inc and Rhode Island College. Clair maintains a Series 65 license, certifying them as an investment advisor representative, and can work in Rhode Island and Texas. Hall Capital Management Company, Inc is a company that has its headquarters in Barrington, RI. The company has a total of eight advisors. It oversees $335 million in assets among its 998 client accounts, making it one of the mid-sized firms in the country by assets under management. The firm provides services to nine charitable organizations. Of its 998 customer accounts, 20% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Hall Capital Management Company, Inc provides a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. A financial advisor's fee schedules largely depend on which services are offered. Fee types charged by Hall Capital Management Company, Inc may include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

26 Bosworth Street Suite 4
Barrington, RI 02806

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Hall Capital Management Company, Inc Brokerage Details

Total Assets Under Management

$334,572,660

RI Average: $2,813,243,532
Total Number of Employees

8

RI Average: 18
Total Number of Accounts

998

RI Average: 609
Average Account Size

$335,243

RI Average: $4,619,448

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Stephen Clair Work History

Stephen has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Hall Capital Management Co., Inc

2008 - 2013 (5 years)

Rhode Island College

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Stephen Clair to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hall Capital Management Company, Inc

Stephen Clair
Barrington, RI
John Teixeira
Barrington, RI
Robert Hall
Barrington, RI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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