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ABEL HALL, LLC
CRD 302076File 801-116674
APPROVED
Retail clients
Custody
Filing as of Feb 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$819.1M
Above cohort median (national)
Discretionary AUM
$816.7M
Non-discretionary $2.4M
Clients
199
626 accounts
Employees
10
Top 25% of cohort in LA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 24, 2019
- Principal office
- 9270 SIEGEN LANE, SUITE 202, BATON ROUGE, LA, 70810
- Phone
- 225-408-4000
- Website
- https://AbelHall.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $819.1M
- Discretionary AUM
- $816.7M
- Non-discretionary AUM
- $2.4M
- Discretionary accounts
- 609
- Non-discretionary accounts
- 17
- Total accounts
- 626
- AUM per client
- $4.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $216.7M |
| Charitable organizations | 6 | $14.7M |
| High net worth individuals | 69 | $500.3M |
| Pension and profit sharing plans | Fewer than 5 | $7.4M |
| Individuals (other than high net worth individuals) | 114 | $80.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 7 | 10 | increased by3 |
| Mar 1, 2026 | Clients | 186 | 199 | increased by13 |
| Mar 1, 2026 | AUM | $400,117,820 | $819,117,440 | increased by$418,999,620 |
| Mar 1, 2026 | Accounts | 571 | 626 | increased by55 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 7 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 155 | 186 | increased by31 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $351,205,698 | $400,117,820 | increased by$48,912,122 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 472 | 571 | increased by99 |
| Feb 1, 2022 | Clients | 172 | 155 | decreased by17 |
| Feb 1, 2022 | AUM | $248,404,793 | $351,205,698 | increased by$102,800,905 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ABEL HALL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ABEL HALL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.