HAMILTON POINT INVESTMENT ADVISORS, LLC

RIASEC RegisteredEst. 2007
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$1.4M
Accounts
885
Employees
12
Advisory reps
9

Firm details

Headquarters
CHAPEL HILL, North Carolina
CRD number
144534
Registered since
August 20, 2007
Website
hamiltonpoint.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI73.79%
  • Charitable Organizations22.61%
  • Corporations / Businesses2.13%
  • Individuals1.09%
  • Pension & Profit Sharing Plans0.37%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Hamilton Point Investment Advisors, LLC is an independent SEC-registered investment adviser that has been operating since 2007. The firm acts as a capital allocator for both individual and institutional clients and charges fees based on a percentage of assets under management. Core advisory services include financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisers, and the publication of periodicals or newsletters. The firm does not identify as an active ESG investor in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 51%, Public Funds/Mutual Funds 23%, US Government Bonds 10%, Investment Grade Corp Bonds 9%, Cash & Cash Equivalents 5%, State & Local Bonds 1%51%
  • Exchange Traded Equities51%
  • Public Funds/Mutual Funds23%
  • US Government Bonds10%
  • Investment Grade Corp Bonds9%
  • Cash & Cash Equivalents5%

Owners & executives

2 of 2

  • KENNETH NELSON

    Chief Investment OfficerCRD 3225728

  • RICHARD WOODS

    President and CEOCRD 5378865

Contacts

3 of 7

  • NATHAN BYRD

    DirectorCRD 6009516

  • Megan Tarrant

    Vice PresidentCRD 8058280

  • MARCI HANSEN

    Client Services AssociateCRD 4543565

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 84

Active vs passive

$106M in ETFs

Passive

74%

$79.2M

Active

24%

$27.2M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD CHARLOTTE FUNDS (BNDX)VanguardPassiveGlobal Bond USD Hedged$43M895,63540.43%
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Location

Primary office

CHAPEL HILL, NC

ORANGE

Location

CHAPEL HILL, NC

Headquartered in CHAPEL HILL, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
ORANGE
Address
1450 Environ Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth