RIA Intel›Advisers›Colorado›HALL, WILLIAM, WOLCOTT

HALL, WILLIAM, WOLCOTT

Advisory

CO

Data as of Jan 21, 2026 · Source: SEC Form ADV

Rank in CO
#708
of 720 advisers by AUM
Average account
$9M
across 4 accounts
AUM per adviser
$38M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 21, 2026.

Total AUM
$38M
Discretionary %
100%
Clients
4
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$38M
Discretionary AUM$38M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients4
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InCO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

FOSSEL CAPITAL MANAGEMENT LLC
$38M
LARIAT WEALTH MANAGEMENT LLC
DENVER, CO
$38M
WILLIAM PALMER ASSOCIATES, LLC
$38M
EVOLV CAPITAL ADVISORS LLC
DENVER, CO
$38M
+24.0% 1Y
CORNERSTONE CAPITAL ADVISORS, INC.
LAKEWOOD, CO
$37M
+4.2% 1Y
DEMICELL WEALTH MANAGEMENT, INC.
PUEBLO, CO
$37M
-38.2% 1Y

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