Hampton Rock Wealth Management I, LLC
● SEC registered since 2024CRD 331682SEC# 801-130575Austin, TX
Reg. AUM
$192.4M
Employees
7
Accounts
161
Location
Austin, TX
Hampton Rock Wealth Management I, LLC assets under management
Hampton Rock Wealth Management I, LLC operates as an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2024. It reports $192.4 million in regulatory assets under management and employs 7 people.
Hampton Rock Wealth Management I, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Alan Dodson Control | Co-Founder, Cio | 50-75% | 2024 |
| Johnswood, LLC Control | Owner | 25-50% | 2024 |
| Nikita Maria Grezlik Perez Control | Chief Compliance Officer | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Hampton Rock Wealth Management I, LLC manage?
Hampton Rock Wealth Management I, LLC reports $192.4 million in regulatory assets under management on its Form ADV.
How many employees does Hampton Rock Wealth Management I, LLC have?
Hampton Rock Wealth Management I, LLC reports 7 employees.
Where is Hampton Rock Wealth Management I, LLC located?
Hampton Rock Wealth Management I, LLC is based in Austin, TX and has been SEC-registered since 2024.
Does Hampton Rock Wealth Management I, LLC disclose fund performance?
Hampton Rock Wealth Management I, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7500 Rialto Boulevard, Building 1, Suite 122, Austin, TX 78735 |
| Phone | 512-256-9272 |
| Office hours | Call For Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$192.4M▲ 24%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$192.4Mregulatory AUM
Discretionary $192.4M