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Stephen Michael Clair

Hall Capital Management Company, Inc.

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About Stephen Michael Clair

Stephen Michael Clair is an investment advisor representative with Hall Capital Management Company, Inc. Stephen has been in the industry since June 2013 and is registered with the state of Rhode Island and Texas. Stephen earned the Series 65 - Uniform Investment Adviser Law Examination. Stephen is also the owner of Island Adventures Inc., a bicycle rental business in Newport, RI. Hall Capital Management Company, Inc. is a registered investment advisor with a focus on providing financial planning and portfolio management for individuals, charitable organizations, pension and profit sharing plans, and other clients. The firm offers both discretionary and non-discretionary investment management services. Hall Capital Management Company, Inc. also offers consulting services, including tax preparation and retirement planning.

Firm Information

Stephen Clair is currently registered with Hall Capital Management Company, Inc.. Hall Capital Management Company, Inc. is an investment advisor headquartered in Barrington, RI. The firm provides financial planning, portfolio management for individuals, and other advisory services. They manage approximately $368,887,819 in regulatory assets for a variety of clients, including individuals, charitable organizations, pension and profit sharing plans, and corporations.
Hall Capital Management Company, Inc.

26 BOSWORTH STREET

BARRINGTON, RI 02806

$368.89M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting - tax preparation services/retirement plans

Consulting - tax preparation services/retirement plans

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephen Clair’s Registration & Firm History

RI

12/19/2019 - Present

Hall Capital Management Company, Inc. (BARRINGTON RI)

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Licenses & Designations

IA

Issued 11/12/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Michael Clair.
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