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Hallett Capital
Independent financial advisors with over 25 years' experience. Fiduciaries. Transparent. Lovers of the Pacific Northwest. Retirement & personal...
Hallett Capital
Independent financial advisors with over 25 years' experience. Fiduciaries. Transparent. Lovers of the Pacific Northwest. Retirement & personal finance experts. We customize each plan to help set you on the path of financial wellness.
General information
Firm type
Private Equity
Year founded
2019
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
Atlanta, GA, United States
Principals
James D. Hallett
President
Jason Wilson
Operations Manager & Financial Advisor
Tim Martin
Financial Advisor
Anna Magner
Customer Service Representative
Sector focus
Frequently asked questions
Who runs investment decisions at Hallett Advisors?
James D. Hallett, the firm's President, oversees investment decisions. The team includes Operations Manager Jason Wilson and Financial Advisor Tim Martin, as listed on the firm's website.
Does Hallett Advisors manage direct private equity investments?
No. The firm describes itself as an independent financial advisor focused on retirement planning, wealth management, and socially responsible investing. No public evidence shows direct private equity or venture capital deployment.
Is Hallett Advisors structured as a family office?
No — it is a registered investment advisor (RIA) serving multiple clients, not a single-family or multi-family office. The firm's website markets its services to individuals and families, not institutional allocators.
What investment stages or asset classes does Hallett Advisors target?
The firm does not publicly disclose a target asset-class mix. Its service list includes holistic financial planning and coordinated wealth management, with a stated emphasis on socially responsible investing.
Where does the underlying wealth originate?
The wealth is client-based — individual and family savings. James D. Hallett founded the firm; no single concentrated fortune is disclosed as the source of capital.
Does Hallett Advisors participate in fund commitments or co-investments?
No public information suggests the firm engages in fund commitments or co-investments. Its profile reflects retail wealth management, not institutional deal-making.
What is Hallett Advisors' stance on socially responsible investing?
The firm lists socially responsible investing as a distinct service, indicating it can align portfolios with client values. However, no specific ESG framework or impact metrics are publicly detailed.
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