ABEL HALL, LLC

CRD 302076File 801-116674

APPROVED

Retail clients

Custody

Filing as of Feb 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$819.1M

Above cohort median (national)

Discretionary AUM

$816.7M

Non-discretionary $2.4M

Clients

199

626 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.