Keith Hamilton, Inc.
● SEC registered since 2018CRD 155865SEC# 801-113413La Jolla, CA
Reg. AUM
$188.9M
Employees
5
Accounts
395
Location
La Jolla, CA
Keith Hamilton, Inc. assets under management
Keith Hamilton, Inc. is an investment advisory firm registered with the SEC based in La Jolla, CA. The firm has been registered since 2018. It reports $188.9 million in regulatory assets under management and employs 5 people.
Keith Hamilton, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Keith Edward Hamilton Control | President / Ceo | Over 75% | 2009 |
| Nathan Allen Manor Control | Chief Compliance Officer | Under 5% | 2021 |
Frequently asked questions
How much does Keith Hamilton, Inc. manage?
Keith Hamilton, Inc. reports $188.9 million in regulatory assets under management on its Form ADV.
How many employees does Keith Hamilton, Inc. have?
Keith Hamilton, Inc. reports 5 employees.
Where is Keith Hamilton, Inc. located?
Keith Hamilton, Inc. is based in La Jolla, CA and has been SEC-registered since 2018.
Does Keith Hamilton, Inc. disclose fund performance?
Keith Hamilton, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7979 Ivanhoe Ave., Ste 420, La Jolla, CA 92037 |
| Phone | 858-551-1040 |
| Fax | 858-456-2739 |
| Office hours | 8:30 - 4:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$188.9M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$188.9Mregulatory AUM
Discretionary $63.3MNon-discretionary $125.6M