Unclaimed Profile

Nathan Guerrant Byrd

HAMILTON POINT INVESTMENT ADVISORS, LLC·CHAPEL HILL, North Carolina

Clean record13 years registeredHAMILTON POINT INVESTMENT ADVISORS, LLC

100 EUROPA DRIVE, CHAPEL HILL, NC 27517CRD# 6009516Firm CRD# 144534

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nathan Guerrant Byrd · CHAPEL HILL, NC

Registration

CRD #6009516 · HAMILTON POINT INVESTMENT ADVISORS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

HAMILTON POINT INVESTMENT ADVISORS, LLC

Mar 2013 – present

ALTRIUS CAPITAL MANAGEMENT, INC.

Oct 2012 – Feb 2013

NEW BERN, NC

Registrations & Exams

Registration record

First registered · October 10, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HAMILTON POINT INVESTMENT ADVISORS, LLC

CRD 144534 · SEC 801-68186

AUM

$935M

Regulatory assets under management

Employees

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 →

Introduction

Speak with Nathan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Nathan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHAPEL HILL?

Browse all registered financial advisors in CHAPEL HILL, North Carolina or claim this profile if it's yours.

Browse CHAPEL HILL Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Nathan Guerrant Byrd offer?

Nathan Guerrant Byrd specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHAPEL HILL, North Carolina for a consultation.

What are Nathan Guerrant Byrd's credentials?

Nathan Guerrant Byrd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nathan Guerrant Byrd located?

Nathan Guerrant Byrd 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 Nathan Guerrant Byrd charge for services?

Nathan Guerrant Byrd'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →