Hamilton Point Investment Advisors, LLC

Hamilton Point Investment Advisors, LLC (CRD# 144534) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $935,084,099 in 780 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
100 Europa Drive, Suite 425, Chapel Hill, NC 27517
http://hamiltonpoint.com/
By the Numbers
  • Total Assets Under Management
    935
    MILLION
  • Total Number of Accounts
    780
    ACCOUNTS
  • Average Account Value
    $1,198,826
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
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, MA, NC, NY, PA, TX, VA

Financial Advisors at Hamilton Point Investment Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Nathan Byrd, financial advisor Chapel Hill NC
Nathan G. Byrd
CRD#: 6009516
100 Europa Drive, Suite 425, Chapel Hill, NC 27517

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.

2
Tracy Davies, financial advisor Chapel Hill NC
Tracy R. Davies
CRD#: 5166755
100 Europa Drive, Suite 425, Chapel Hill, NC 27517

Tracy Davies (CRD# 5166755) is an Investment Advisor Representative working at Hamilton Point Investment Advisors, LLC in Chapel Hill, NC and has over 16 years of experience in the finance industry.

3
Martha Ford, financial advisor Chapel Hill NC
Martha H. Ford
CRD#: 4437248
100 Europa Drive, Suite 425, Chapel Hill, NC 27517

Martha Ford (CRD# 4437248) is an Investment Advisor Representative working at Hamilton Point Investment Advisors, LLC in Chapel Hill, NC and has over 22 years of experience in the finance industry.

4
Richard Woods, financial advisor Chapel Hill NC
Richard S. Woods
CRD#: 5378865
100 Europa Drive, Suite 425, Chapel Hill, NC 27517

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.

5
Kenneth Nelson, financial advisor Chapel Hill NC
Kenneth C. Nelson
CRD#: 3225728
100 Europa Drive, Suite 425, Chapel Hill, NC 27517

Kenneth Nelson (CRD# 3225728) is an Investment Advisor Representative working at Hamilton Point Investment Advisors, LLC in Chapel Hill, NC and has over 23 years of experience in the finance industry.

6
David Stephan, financial advisor Chapel Hill NC
David C. Stephan
CRD#: 7130118
100 Europa Drive, Suite 425, Chapel Hill, NC 27517

David Stephan (CRD# 7130118) 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.

7
Shannon Wardlaw, financial advisor Austin TX
Shannon T. Wardlaw
CRD#: 3106033
1402 San Antonio Street, Suite 100, Austin, TX 78701

Shannon Wardlaw (CRD# 3106033) is an Investment Advisor Representative working at Hamilton Point Investment Advisors, LLC in Austin, TX and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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