Daniel Charles Hall
Investment Adviser Representative at Highbrook Capital Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel Charles Hall is an investment adviser representative with Highbrook Capital Partners in Atlanta, GA, where they have been registered since 2026. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Waypoint Wealth Counsel LLC and Nicholas Hoffman & Company, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Georgia and Texas.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Georgia, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Nicholas Hoffman & CompanyJun 2015 – Jan 2021Atlanta, GA
- Waypoint Wealth Counsel LLCApr 2021 – Jan 2026Atlanta, GA
- Highbrook Capital PartnersJan 2026 – no end date reportedAtlanta, GA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Highbrook Capital Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $1,000,000 (waivable)
- First $1,000,0001.50%
- Next $1,000,001 - $5,000,0001.00%
- Over $5,000,0000.85%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive wealth management including portfolio construction across public and private markets; alternative investments and private market access (private equity, private credit, real assets, structured opportunities); tax-aware portfolio strategy (loss harvesting, asset location, charitable strategy, advisor coordination); and guidance for business transitions and liquidity events for founders and operating families.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Atlanta, GA
- Founded:
- 2026
- SEC file number:
- 801-134570
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Highbrook Capital Partners
3 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Charles Hall has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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