Hamilton Point Investment Advisors, LLC

RIASEC Registered

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$1.4M

Accounts

885

Employees

Advisory reps

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 registered investment adviser that has been SEC-registered since 2007. The firm operates as a limited liability company and positions itself as a capital allocator for both private clients and institutions. Its client base includes individuals and families alongside institutional and business accounts. Fee arrangements are primarily based on a percentage of assets under management. Hamilton Point’s advisory services list financial planning, discretionary portfolio management for individuals and businesses, pension consulting, the selection of other advisers, and producing periodic publications. The firm favors equity-oriented portfolios and does not identify as an active ESG investor. As a capital allocator, it supplements public market exposure with third-party alternative fund managers.