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Hallett Capital
Hallett Advisors is a Port Angeles-based RIA led by James D. Hallett, offering holistic financial planning and socially responsible investing since 2012.
Hallett Capital
Hallett Advisors was founded by James D. Hallett, who serves as President of the Port Angeles-based registered investment advisor. The firm's website describes it as an independent financial services boutique with over 25 years of experience, offering fiduciary financial planning and wealth management to clients globally. Its stated services include holistic financial planning, coordinated wealth management, and socially responsible investing. The firm's strategy centers on customized financial plans for retirement, tax, and divorce-related needs. It provides investment advice through a model that integrates client values, though it does not publicly disclose a structured asset-class allocation or private equity deployment. No named portfolio companies, co-investment partners, or fund vehicles are listed on the firm's public materials. Hallett Advisors operates a single office at 1506 E 1st Street, Port Angeles, WA, with approximately four professional staff members: James D. Hallett, Jason Wilson, Tim Martin, and Anna Magner. The firm does not report additional offices, philanthropic vehicles, or operating companies. No recent operational events from the last 24 months were identified in public sources. A structural differentiator is the firm's explicit focus on socially responsible and values-based investing, which it lists as a core service. However, Hallett Advisors appears to be a registered investment advisor for retail and high-net-worth individuals rather than a private equity firm or family office—despite its firm type classification as "Asset Manager." No public evidence of institutional capital or direct deal activity exists.
General information
Firm type
Private Equity
Year founded
—
AUM
Undisclosed
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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