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David Charles Stephan

HAMILTON POINT INVESTMENT ADVISORS, LLC·CHAPEL HILL, North Carolina
Unclaimed Profile
100 EUROPA DRIVE, CHAPEL HILL, NC 27517CRD# 7130118Firm CRD# 144534
01

About

David Charles Stephan is a registered financial advisor based in CHAPEL HILL, North Carolina, affiliated with HAMILTON POINT INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HAMILTON POINT INVESTMENT ADVISORS, LLC
HAMILTON POINT INVESTMENT ADVISORS, LLC
AUM
$935M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at HAMILTON POINT INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7130118
Firm CRD# 144534
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Charles Stephan offer?
David Charles Stephan specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHAPEL HILL, North Carolina for a consultation.
What are David Charles Stephan's credentials?
David Charles Stephan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Charles Stephan located?
David Charles Stephan is based in CHAPEL HILL, North Carolina, working with HAMILTON POINT INVESTMENT ADVISORS, LLC. Their office serves clients in the CHAPEL HILL metropolitan area and surrounding communities.
How does David Charles Stephan charge for services?
David Charles Stephan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HAMILTON POINT INVESTMENT ADVISORS, LLC?
HAMILTON POINT INVESTMENT ADVISORS, LLC has approximately 11 employees and manages $935M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CHAPEL HILL
Hannah Pinckney Mcmanus — TEAM WEALTH PLANNING AND MANAGEMENT, INC.Robert Chester Eubanks — FRANKLIN STREET ADVISORS INC.Carol Elizabeth Manzon — FRANKLIN STREET ADVISORS, INC.(jr) William Bonner Thompson — FRANKLIN STREET ADVISORS, INC.Mark William Yusko — WHITE RIVER VALUE ADVISORS, LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)DURHAM (111)ASHEVILLE (94)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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