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HAMILTON POINT INVESTMENT ADVISORS, LLC
CRD 144534 · SEC 801-68186
1450 ENVIRON WAY, CHAPEL HILL, NC, 27517, United States
Phone
(919) 636-3765
Fax
(919) 636-3766
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.21B
Discretionary AUM
$1.21B
Team
12 total employees; 7 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $13.2M |
| High net worth individuals | 203 | $893.8M |
| Pension/profit sharing plans | 1 | $4.5M |
| Charitable organizations | 21 | $273.9M |
| Corporations/business entities | 5 | $25.8M |
States served
CA, GA, MA, NY, NC, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD