Abel Hall, LLC

Abel Hall advises individuals, high‑net‑worth clients, foundations, retirement plans, charitable organizations, estates and trusts, offering discretionary and non‑discretionary investment management, integrated financial planning, and employer retirement‑plan advisory and consulting (including participant education). The firm’s brochure states a typical account minimum of $2 million, with exceptions considered on a case‑by‑case basis.

The firm begins relationships with a holistic planning process to align goals, tax and estate considerations, and liquidity needs, then implements portfolios through asset allocation, periodic reviews and at least annual rebalancing. For select ultra‑high‑net‑worth families (identified in the brochure as $20 million+), Abel Hall documents use of value‑oriented and options‑based techniques—purchasing out‑of‑favor dividend payers, writing covered calls and puts, and using put‑writing to establish concentrated ETF positions—while also using third‑party money managers and institutional mutual‑fund share classes where appropriate.

Distinctive operational features noted in the brochure include advisors who also act as licensed insurance agents and registered representatives of a broker‑dealer, and the firm’s disclosure of potential conflicts arising from those activities and from its custodial relationships. The firm also discloses that it receives transition assistance tied to a major custodian, uses Orion for reporting, and relies on service providers that employ artificial intelligence components, and it describes policies and due diligence intended to mitigate the resulting conflicts and operational risks.