Abel Hall, LLC logo

Abel Hall, LLC

Updated today

Client assets under management

$580,352,630

Clients

183

38% high-net-worth

Advisors

7

of 10 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

26

Very Low

Average account size

$3,171,326

About

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.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Retirement income strategy Charitable giving & philanthropy Business succession planning Options & derivatives strategies

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Employer Sponsored Retirement Plan fixed fees range from $5,000 to $35,000 annually; Consulting fees negotiated per project.

Percentage

$0+: up to 1.50% annually $0+: 0.05% to 0.75% annually (Employer Sponsored Retirement Plan Advisory Services)

Other

Account minimum: $2 million

Main office location

Abel Hall, LLC

9270 Siegen Lane, Suite 202

Baton Rouge LA 70810, United States

Number of offices

1

Most active in

Colorado · Louisiana · Nebraska · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Benjamin S

Series 66

Baton Rouge, LA

Abel Hall, LLC

Benjamin Simpson is a financial advisor at Abel Hall, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial for five years. His background includes roles outside of finance, such as positions in the food service and library sectors. Abel Hall advises individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts, providing discretionary and non-discretionary investment management, integrated financial planning, and retirement-plan advisory services. The firm employs a holistic planning process and utilizes value-oriented and options-based strategies for select ultra-high-net-worth families.

Wealth management Retirement income strategy Charitable giving & philanthropy Business succession planning Options & derivatives strategies Founder/Business Owner Executive
user avatar

Andrew M

Series 65

Baton Rouge, LA

Abel Hall, LLC

Andrew Miller is a financial advisor at Abel Hall, LLC in Baton Rouge, LA, holding a Series 65 designation with five years of industry experience. He has worked at Abel Hall since 2019 and previously spent five years at Brown Industries. Abel Hall serves individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts by providing discretionary and non-discretionary investment management, integrated financial planning, and employer retirement-plan advisory services. The firm employs a holistic planning process and uses a value-oriented, options-based approach for select ultra-high-net-worth families, alongside third-party money managers and institutional mutual funds.

Wealth management Retirement income strategy Charitable giving & philanthropy Business succession planning Options & derivatives strategies Founder/Business Owner Executive
user avatar

Sarah Ashley M

Series 65

Baton Rouge, LA

Abel Hall, LLC

Sarah Ashley Meredith is a financial advisor at Abel Hall, LLC with a Series 65 designation and two years of industry experience. She previously worked for Taylor Porter Brooks & Phillips LLP for ten years before joining Abel Hall. Abel Hall, LLC provides investment management and financial planning services to individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts. The firm emphasizes a holistic planning process and offers specialized value-oriented and options-based investment techniques for ultra-high-net-worth families.

Wealth management Retirement income strategy Charitable giving & philanthropy Business succession planning Options & derivatives strategies Founder/Business Owner Executive
user avatar

Catherine G

CFP®, Series 65

Baton Rouge, LA

Abel Hall, LLC

Catherine Gayle is a CFP® professional with four years of industry experience, currently serving as an advisor at Abel Hall, LLC since 2021. She previously worked at Deloitte & Touche, LLP for three years and has experience in healthcare and education sectors. Abel Hall, LLC provides investment management and financial planning services to individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts. The firm employs a holistic planning approach and uses both traditional and options-based investment strategies tailored to clients’ needs.

Wealth management Retirement income strategy Charitable giving & philanthropy Business succession planning Options & derivatives strategies Founder/Business Owner Executive
user avatar

Leo A

CFP®, Series 63

Baton Rouge, LA

Abel Hall, LLC

Leo Abel is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Abel Hall, LLC in Baton Rouge, LA. He previously worked at Raymond James Financial and Mutual Securities, Inc. Abel assists with his son’s music career by providing business-related consulting services. Abel Hall advises high-net-worth individuals, foundations, retirement plans, charitable organizations, estates, and trusts, offering discretionary and non-discretionary investment management along with integrated financial planning and retirement plan consulting. The firm employs a holistic planning process centered on aligning goals, tax and estate considerations, and liquidity needs, and utilizes value-oriented and options-based investment techniques for select ultra-high-net-worth clients.

Wealth management Retirement income strategy Charitable giving & philanthropy Business succession planning Options & derivatives strategies Founder/Business Owner Executive
user avatar

John E

CFP®, Series 65

Baton Rouge, LA

Abel Hall, LLC

John Ellender is a financial advisor with Abel Hall, LLC, holding a Series 65 designation and one year of industry experience. He has been with Abel Hall since 2023 and is also CEO and partner of Crosby & Ellender, a music and entertainment business. Abel Hall advises individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts, offering discretionary and non-discretionary investment management along with comprehensive financial planning and retirement-plan consulting. The firm employs a holistic planning approach and uses a range of investment strategies, including value-oriented and options-based techniques for select ultra-high-net-worth families.

Wealth management Retirement income strategy Charitable giving & philanthropy Business succession planning Options & derivatives strategies Founder/Business Owner Executive
user avatar

Andrew H

Series 63, Series 65

Baton Rouge, LA

Abel Hall, LLC

Andrew Hall is a financial advisor with Abel Hall, LLC in Baton Rouge, Louisiana. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions at Level Four Financial, Mutual Securities, and Raymond James Financial Services. Outside of advising, he is also involved as an insurance agent through his own firm, Andrew Philips Hall. Abel Hall, LLC serves individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts, providing discretionary and non-discretionary investment management along with integrated financial planning and employer retirement-plan consulting. The firm uses a holistic planning approach combined with asset allocation and portfolio management strategies, including specialized techniques for ultra-high-net-worth families.

Wealth management Retirement income strategy Charitable giving & philanthropy Business succession planning Options & derivatives strategies Founder/Business Owner Executive
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