Charles F. Hall Jr.
Managing Wealth for Generations
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Serving Clients Nationwide
Managing Wealth for Generations
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Living in Retirement
- 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.
Location
9020, North Capital of Texas Highway, 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 $1M.Offers Investment Management
Yes
About our Firm
Clear Rock Advisors, LLC is an independent investment management firm headquartered in Austin, Texas. 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.Our namesake comes from the Hall Family’s Clear Rock Ranch, which is the inspiration for how our company was designed and functions. For generations, it has been a special place for family and friends to be together. At Clear Rock, the truth is always spoken, and values, ideas and knowledge are openly shared between generations. Removed from modern life’s distractions and noise, Clear Rock has been a place to think clearly while knowing a clear mind makes the best decisions.
Clear Rock’s financial experts strive to embody the strength, values and knowledge shared at the Clear Rock Ranch. By building authentic relationships with our clients, we can preserve family legacies while empowering future generations.
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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