Charles F. Hall, Jr.
Chairman
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Clear Rock Advisors
Charles F. Hall, Jr.
Kerrville, Texas
Serving Clients Nationwide
Chairman
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Charles F. Hall "Chuck" provides strategic leadership and directs client strategy for Clear Rock Advisors. Prior to founding Clear Rock Advisors, he served as Director of Private Client Services for Matterhorn Capital. Prior, he served as Director of Fixed Income at South Texas Money Management, and as Vice Chairman of the Board, Chief Executive Officer & Chief Investment Officer of Maxim Bank prior to the bank’s acquisition by Amegy Bank.Chuck is a 2013 recipient of the University of Houston – Clear Lake Distinguished Alumni Award.
Chuck earned an MBA from the University of Houston-Clear Lake and a BBA in finance from Texas State University.
Primary Location
200 Earl Garrett Street, Suite 202, Kerrville, Texas 78028
Additional Locations
📍 4809 Cole Avenue, Suite 345, Dallas, Texas 75205
📍 9020 North Capital of Texas Highway, Suite 345, Austin, Texas 78759
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Getting started with Clear Rock is easy. Click the 'Book Intro Call' button above and take a few minutes to complete our initial assessment to explore if working with Clear Rock is a good fit for you. Clear Rock is a full-service wealth management firm specializing in providing financial planning and investment management services for clients with investable assets above $2M.Offers Investment Management
Yes
About our Firm
Clear Rock Advisors, LLC is a Texas-based SEC registered investment adviser serving high net worth families throughout the US. Clear Rock’s dedicated team of financial professionals have decades of proven expertise providing sophisticated solutions to diverse financial challenges.Clear Rock’s proven Wealth Planning Process is derived from the personalized and complete wealth management solutions the firm owners’ families have used to manage multi-generational wealth for decades, and includes Holistic Financial Planning precisely coordinated with Comprehensive Investment Management.
Our goal-based financial plans are designed by experienced financial advisors that have earned the Certified Financial Planner (CFP®) designation to evaluate clients’ complete financial situation and implement personalized, integrated strategies to achieve specific client objectives. Our areas of expertise include:
✅ Planning for Retirement
✅ Generation Wealth Transfer
✅ Tax Planning
✅ Cash Flow Planning
✅ Executive Benefit Analysis
✅ Asset Protection
Our Investment Management program is distinct in its clarity of investment philosophy, disciplined investment process, and sophisticated portfolio management approach. Our firm’s philosophy is to Invest with Purpose, placing each client’s specific needs above all else. Attributes of the firm’s investment process include:
✅ Protect Wealth & Capture Opportunities
✅ Selective
✅ Superior Risk-Adjusted Performance
✅ Objective
✅ Disciplined
Clear Rock’s approach focuses on generating superior risk-adjusted performance through custom client portfolios designed to protect wealth and capture opportunities. The firm has decades of expertise managing portfolios constructed of diverse asset classes, including:
✅ Fixed Income
✅ Equities
✅ Alternative Investments
✅ Private Investments
Clear Rock emphasizes added diversification through alternative and private investment strategies that are less correlated to traditional stock and bond portfolios to improve performance during market
downturns.
At Clear Rock, our clients are our extended family that we work closely with to provide highly personalized wealth management solutions tailored to assessing and achieving specific individualized objectives. From strategy design through implementation and ongoing management, the Clear Rock team works diligently to provide sophisticated solutions with high touch client service. Our ongoing management process includes regular updates and modifications to ensure a current and dynamic plan is being optimally implemented.
Education
University of Houston-Clear Lake, MBA, Finance | Texas State University, BBA, Finance
Awards and Honors
- University of Houston – Clear Lake Distinguished Alumni Award (2013)
Badges
Who We Serve
- Baby Boomers
- Business Owners
- Couples
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
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