HALO CAPITAL MANAGEMENT

HALO CAPITAL MANAGEMENT of FAIRFAX, VA is an SEC-registered investment adviser (CRD 154898). Regulatory assets under management: $55.0M.

Registration

• CRD: 154898
• Type: Registered investment adviser
• Location: 4000 LEGATO ROAD, FAIRFAX, VA, 22033
• Phone: 703-873-7591
• Latest filing: 2026-07-16
• Regulatory AUM: $55.0M
• Discretionary AUM: $51.5M
• Non-discretionary AUM: $3.5M
• Clients: 1
• Accounts: 134

Business model

Compensation: % of AUM, Hourly, Fixed, Performance, Other.

Clients served: Individuals, High net worth, Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154898 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search