RIA Intel›Advisers›North Carolina›HAMILTON POINT INVESTMENT ADVISORS, LLC

HAMILTON POINT INVESTMENT ADVISORS, LLC

Advisory

N·CHAPEL HILL, NC

Data as of Mar 18, 2026 · Source: SEC Form ADV

Total AUM
$1.2B
1-Year AUM Growth
+17.9%
3-Year CAGR
+13.5%
Employees
7
Assets Under Management
Total AUM$1.2B
Discretionary AUM$1.2B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients252
Team
Total Employees7
Investment Advisers12
Employee Growth (1Y)—
Filing History
Total Filings on Record32
First FilingJul 13, 2007
Latest FilingMar 18, 2026
🔒 Full AUM trend chart and 32 historical filings spanning 19+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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