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David Charles Stephan

HAMILTON POINT INVESTMENT ADVISORS, LLC·CHAPEL HILL, North Carolina
Clean record7 years registeredHAMILTON POINT INVESTMENT ADVISORS, LLC
100 EUROPA DRIVE, CHAPEL HILL, NC 27517CRD# 7130118Firm CRD# 144534

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Charles Stephan · CHAPEL HILL, NC
Registration
CRD #7130118 · HAMILTON POINT INVESTMENT ADVISORS, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

HAMILTON POINT INVESTMENT ADVISORS, LLC
Jun 2019 – present
02

Registrations & Exams

Registration record
First registered · June 6, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HAMILTON POINT INVESTMENT ADVISORS, LLC
CRD 144534 · SEC 801-68186
AUM
$935M
Regulatory assets under management
Employees
11
780 client accounts
Services offered by HAMILTON POINT INVESTMENT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HAMILTON POINT INVESTMENT ADVISORS, LLC →
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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 at HAMILTON POINT INVESTMENT ADVISORS, LLC

Andrew Conover Burns
CHAPEL HILL, NC
Kenneth Carl Nelson
CHAPEL HILL, NC
Richard Speight Woods
CHAPEL HILL, NC
Shannon Thomas Wardlaw
CHAPEL HILL, NC
Nathan Guerrant Byrd
CHAPEL HILL, NC

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (332)RALEIGH (174)GREENSBORO (75)ASHEVILLE (54)DURHAM (37)WILMINGTON (29)WINSTON-SALEM (26)CORNELIUS (14)CARY (13)HUNTERSVILLE (13)
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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