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Daniel Charles Hall

HIGHBROOK CAPITAL PARTNERS
ATLANTA, GA
·CRD# 7137449·9 years experience

Professional Summary

Daniel Charles Hall, who also goes by Dan Hall, is a registered financial advisor currently at HIGHBROOK CAPITAL PARTNERS located in Atlanta, Georgia. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Daniel has worked at 3 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Dan Hall

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

9 years in the financial services industry

Current & Past Employments

Current

HIGHBROOK CAPITAL PARTNERSCurrent·CRD# 338408
RIA
3490 Piedmont Road Ne Suite 1230, Atlanta, GA 30305
January 13, 2026 - Present

Past

WAYPOINT WEALTH COUNSEL LLCPast·CRD# 171822
RIA
Atlanta, GA
May 20, 2021 - February 10, 2026
NICHOLAS HOFFMAN & COMPANY, LLCPast·CRD# 144516
RIA
Atlanta, GA
June 14, 2019 - February 1, 2021

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Current Firm

HC
HIGHBROOK CAPITAL PARTNERS

HIGHBROOK CAPITAL PARTNERS | HIGHBROOK CAPITAL PARTNERS LLC

CRD#: 338408 / SEC#: 801-134570
RIA
Registered Investment Advisory firm - SEC (12/3/2025 Approved)

Contact Information

Main Address

3490 Piedmont Road Ne Suite 1230, Atlanta, GA 30305

Mailing Address

3490 Piedmont Road Ne Suite 1230, Atlanta, GA 30305

Phone Number

(404) 850-2550

# of Employees

6

SEC notice filing (6 States and Territories)

Registered to provide investment advisory services in 6 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025-09-16 HIGHBROOK CAPITAL PARTNERS ADV PART 2A (10/23/2026)

Regulatory Assets Under Management

Total Number of Accounts

596

AUM (Assets Under Management)

$509,064,516

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HC
HIGHBROOK CAPITAL PARTNERS

HIGHBROOK CAPITAL PARTNERS | HIGHBROOK CAPITAL PARTNERS LLC

CRD#: 338408 / SEC#: 801-134570
RIA
Registered Investment Advisory firm - SEC (12/3/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Georgia
(1/27/2026)
IAR
Texas
(1/13/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2017About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Daniel Charles Hall's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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