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HAMILTON POINT INVESTMENT ADVISORS, LLC
HAMILTON POINT INVESTMENT ADVISORS, LLC
CHAPEL HILL, North Carolina
·
7 registered advisors
·
CRD# 144534
SEC# 801-68186
1
(919) 636-3765
01
Firm Overview
AUM
$935M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at HAMILTON POINT INVESTMENT ADVISORS, LLC
7 registered advisors
Andrew C. Burns
CHAPEL HILL, North Carolina
CRD# 7311839
Andrew Conover Burns
CHAPEL HILL, North Carolina
CRD# 1599811
David Charles Stephan
CHAPEL HILL, North Carolina
CRD# 7130118
Kenneth Carl Nelson
CHAPEL HILL, North Carolina
CRD# 3225728
Nathan Guerrant Byrd
CHAPEL HILL, North Carolina
CRD# 6009516
Richard Speight Woods
CHAPEL HILL, North Carolina
CRD# 5378865
Shannon Thomas Wardlaw
CHAPEL HILL, North Carolina
CRD# 3106033
05
Office Locations
CHAPEL HILL, North Carolina
7 advisors
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Data sourced from SEC Form ADV filings. HAMILTON POINT INVESTMENT ADVISORS, LLC (CRD# 144534) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.