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Katie Marie Hall

Prince Asset Management, Inc.

Sarasota, FL

CRD 8210492

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Employer firm

Prince Asset Management, Inc. CRD 141567

$138M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Prince Asset Management, Inc.

2033 Main Street Suite 303, Sarasota, FL 34237 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-26
  • FL RA
    APPROVED
    Since 2026-01-26

Branch Locations

2033 Main Street, Suite 303, Sarasota, FL 34237 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Prince Asset Management, Inc. Sarasota FL 01/2026 Present
Magill Stochl & Hall Cpas Llc Sarasota FL 01/2025 Present
Magill Stochl & Hall Cpas Llc Sarasota FL 10/2020 12/2024
Johnson Wallboard Company Inc Sarasota FL 01/2019 12/2025
Carter Carpet Care Llc Crawfordville FL 10/2017 12/2020
Homemaker Crawfordville FL 01/2016 09/2020
  • 01/2026 → Present
    Sarasota, FL
  • 01/2025 → Present
    Magill Stochl & Hall Cpas Llc
    Sarasota, FL
  • 10/2020 → 12/2024
    Magill Stochl & Hall Cpas Llc
    Sarasota, FL
  • 01/2019 → 12/2025
    Johnson Wallboard Company Inc
    Sarasota, FL
  • 10/2017 → 12/2020
    Carter Carpet Care Llc
    Crawfordville, FL
  • 01/2016 → 09/2020
    Homemaker
    Crawfordville, FL
Other Businesses

Partner and CPA Accountant of Magill Stochl & Hall CPAs, which is a CPA firm providing tax and accounting services to individuals and businesses. Duties include managerial responsibilities, tax preparation, accounting, bookkeeping services, and administrative tasks. The firm is not investment-related and is located at 2033 Main St., Ste. 303, Sarasota, FL 34237. Currently working 75% of full-time hours annually; roughly 160 hours/month February - April and 100 hours/month May - January. Currently working during trading hours; however, there is some flexibility, and hours can be adjusted by 50% during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-18
  • S65 Uniform Investment Adviser Law Examination
    2025-12-18
Other Names
  • Katie Marie Fossaceca

View on SEC IAPD

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