Hamilton Point Investment Advisors, LLC

Hamilton Point Investment Advisors, LLC (CRD# 144534) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $387,695,631 in 425 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    388
    MILLION
  • Total Number of Accounts
    425
    ACCOUNTS
  • Average Account Value
    $912,225
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NC, NY, TX, VA

Financial Advisors at Hamilton Point Investment Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Richard S. Woods
CRD#: 5378865
100 Timberhill Place, Suite 120, Chapel Hill, NC 27514
103
Wealthminder
score

Richard Woods (CRD# 5378865) is an Investment Advisor Representative working at Hamilton Point Investment Advisors, LLC in Chapel Hill, NC and has over 15 years of experience in the finance industry.

2
Andrew C. Burns
CRD#: 1599811
120 Timberhill Place, Chapel Hill, NC 27514
93
Wealthminder
score

Andrew Burns (CRD# 1599811) is an Investment Advisor Representative working at Hamilton Point Investment Advisors, LLC in Chapel Hill, NC and has over 10 years of experience in the finance industry.

3
Tracy R. Davies
CRD#: 5166755
100 Europa Drive, Suite 425, Chapel Hill, NC 27517
93
Wealthminder
score

Tracy Davies (CRD# 5166755) is an Investment Advisor Representative working at Hamilton Point Investment Advisors, LLC in Chapel Hill, NC and has over 10 years of experience in the finance industry.

4
Martha H. Ford
CRD#: 4437248
100 Europa Drive, Suite 425, Chapel Hill, NC 27517
93
Wealthminder
score

Martha Ford (CRD# 4437248) is an Investment Advisor Representative working at Hamilton Point Investment Advisors, LLC in Chapel Hill, NC and has over 15 years of experience in the finance industry.

5
Nathan G. Byrd
CRD#: 6009516
100 Europa Drive, Suite 425, Chapel Hill, NC 27517
90
Wealthminder
score

Nathan Byrd (CRD# 6009516) is an Investment Advisor Representative working at Hamilton Point Investment Advisors, LLC in Chapel Hill, NC and has 1 year of experience in the finance industry. Nathan Byrd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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