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Charles Ferrell Hall

CLEAR ROCK ADVISORS, LLC·KERRVILLE, Texas
Series 65Clean record19 years registeredCLEAR ROCK ADVISORS, LLC
200 EARL GARRETT STREET, KERRVILLE, TX 78028CRD# 5217295Firm CRD# 282716

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Ferrell Hall · KERRVILLE, TX
Registration
CRD #5217295 · CLEAR ROCK ADVISORS, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

TRUE NORTH ADVISORS, LLC
Sep 2024 – present
CLEAR ROCK ADVISORS, LLC
Feb 2016 – Sep 2024
KERRVILLE, TX
MATTERHORN CAPITAL MANAGEMENT, LLC
Oct 2006 – Feb 2016
SAN ANTONIO, TX
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 16, 2006
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CLEAR ROCK ADVISORS, LLC
CRD 282716 · SEC 801-107233
AUM
$430M
Regulatory assets under management
Employees
7
570 client accounts
Services offered by CLEAR ROCK ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CLEAR ROCK ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Charles Ferrell Hall offer?
Charles Ferrell Hall specializes in Financial Planning, Investment Management. Contact their office in KERRVILLE, Texas for a consultation.
What are Charles Ferrell Hall's credentials?
Charles Ferrell Hall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Ferrell Hall located?
Charles Ferrell Hall is based in KERRVILLE, Texas, working with CLEAR ROCK ADVISORS, LLC. Their office serves clients in the KERRVILLE metropolitan area and surrounding communities.
How does Charles Ferrell Hall charge for services?
Charles Ferrell Hall's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLEAR ROCK ADVISORS, LLC?
CLEAR ROCK ADVISORS, LLC has approximately 7 employees and manages $430M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CLEAR ROCK ADVISORS, LLC

Royce Wesley Medlin
KERRVILLE, TX
William Tennyson Sanders
KERRVILLE, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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