Hamilton Point Investment Advisors, LLC
● SEC registered since 2007CRD 144534SEC# 801-68186Chapel Hill, NC
Reg. AUM
$1.21B
Employees
12
Accounts
885
Location
Chapel Hill, NC
Hamilton Point Investment Advisors, LLC assets under management
Hamilton Point Investment Advisors, LLC operates as an SEC-registered investment adviser based in Chapel Hill, NC. The firm has been registered since 2007. It reports $1.2 billion in regulatory assets under management and employs 12 people.
Hamilton Point Investment Advisors, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew C. Burns Control | Owner | 5-10% | 2022 |
| David Charles Stephan | Vice President | Under 5% | 2022 |
| Kenneth Carl Nelson Control | Cio | 5-10% | 2021 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Hamilton Point Investment Advisors, LLC manage?
Hamilton Point Investment Advisors, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Hamilton Point Investment Advisors, LLC have?
Hamilton Point Investment Advisors, LLC reports 12 employees.
Where is Hamilton Point Investment Advisors, LLC located?
Hamilton Point Investment Advisors, LLC is based in Chapel Hill, NC and has been SEC-registered since 2007.
Does Hamilton Point Investment Advisors, LLC disclose fund performance?
Hamilton Point Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1450 Environ Way, Chapel Hill, NC 27517 |
| Phone | (919) 636-3765 |
| Fax | (919) 636-3766 |
| Office hours | By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.21B▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$1.21Bregulatory AUM
Discretionary $1.21B