RIA Intel›Advisers›Texas›JW HALL FINANCIAL LLC

JW HALL FINANCIAL LLC

Advisory

SAN ANTONIO, TX

Data as of Jan 8, 2026 · Source: SEC Form ADV

Rank in TX

#2,449

of 2,813 advisers by AUM

Average account

$258K

across 25 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 8, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

6 clients

4 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

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

DICKSON FINANCIAL GROUP, LLC.

$6M

$6M

SECOND MILE WEALTH MANAGEMENT, INC

$6M

STEPHEN JONES CAPITAL MANAGEMENT, INC.

$6M

BLUEPRINT RETIREMENT ADVISORS LLC

$6M

KEYES CAPITAL MANAGEMENT LP

$7M

Get the full picture on JW HALL FINANCIAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track JW HALL FINANCIAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans