HAMPTON ROCK WEALTH MANAGEMENT

Overview

Hampton Rock Wealth Management is an LLC registered as an SEC adviser in 2024 that serves both individual and family clients as well as institutional relationships. Its service set centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges a mix of percentage-of-AUM and fixed fees. Hampton Rock reports it does not pursue active ESG investing and is not structured as a multistate adviser; ownership is recorded as a combination of a domestic entity and an individual. The firm also indicates an industry affiliation with a broker-dealer.

Assets & Accounts

Public Holdings

Investments & Alternatives