Hampton Rock Wealth Management

Overview

Hampton Rock Wealth Management is an SEC-registered advisory firm (registered in 2024) that serves individual, family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and lists pension consulting among its advisory services. Its fee model includes both a percentage-of-AUM component and fixed fees. Hampton Rock also maintains an affiliation with a broker-dealer. The firm describes a mixed client base and positions itself to deliver discretionary portfolio management alongside planning work. Its stated investment activity spans public funds and mutual funds as a core building block, with supplemental allocations to alternative strategies and insurance products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices