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HAMILTON-BATES INVESTMENT RESEARCH, INC.

CRD 114127 · SEC 801-60463

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$61.4M

Discretionary AUM

$61.4M

Team

5 total employees; 5 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-02-15

Disciplinary history

No

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Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals143$32.8M
High net worth individuals110$28.2M
Charitable organizations1$429K

All web addresses on file

Official SEC filing: View on IAPD