# Hall Financial Services

Hall Financial Services is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://hallfinancialservices.com

## Regulatory record

- **CRD number:** 292580
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/292580

## About

Hall Financial Services provides business tax planning and compliance along with business advisory and accounting services. The firm also offers individual tax planning and compliance services, including tax return preparation, quarterly estimated tax calculations, year-end tax projections, and representation for tax notices and audits. Additional services include bookkeeping (QuickBooks), new business formation planning, and retirement plan strategies.

## Questions

### Who runs investment decisions at Hall Financial?

Craig Hall, the founder, maintains direct involvement in major capital allocation decisions across the firm's real estate and lending portfolios. He is supported by a small, long-tenured executive team that oversees underwriting and asset management. The firm's balance-sheet funding model means investment decisions are made internally without outside limited-partner committees.

### Does Hall Financial manage outside capital or only proprietary funds?

Hall Financial primarily operates on a proprietary-capital basis, originating and holding real estate loans and properties on its own balance sheet. While the firm has historically syndicated real estate investments, its core lending and investment operations do not follow a traditional blind-pool private-equity structure. This permanent-capital posture differentiates it from most real estate credit managers.

### What investment sectors does Hall Financial typically target?

The firm focuses on commercial real estate — specifically office, industrial, and multifamily properties primarily in Texas and the Sun Belt. Through HALL Group affiliates, the Hall family also invests in venture-stage technology and structured finance. The firm's geographic footprint is concentrated in Dallas-Fort Worth, with select California exposure through its wine and venture operations.

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Last updated: 2026-08-11T15:06:57.816Z

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