RIA Intel›Advisers›Virginia›HALO CAPITAL MANAGEMENT, LLC

HALO CAPITAL MANAGEMENT, LLC

Advisory

FAIRFAX, VA

Data as of Jul 16, 2026 · Source: SEC Form ADV

Rank in VA

#557

of 588 advisers by AUM

Average account

$411K

across 134 accounts

AUM per adviser

$55M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 16, 2026.

Total AUM

$55M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$55M

Discretionary AUM$52M

Non-Discretionary AUM$4M

Discretionary %93.6%

Total Clients54

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD, TX, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

54 clients

39 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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