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HAMEL ASSOCIATES,INC.
Legal name: HAMEL ASSOCIATES INC
CRD 107128File 801-37636
APPROVED
Retail clients
Custody
Filing as of Sep 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$548.3M
Above cohort median (national)
Discretionary AUM
$482.0M
Non-discretionary $66.3M
Clients
127
238 accounts
Employees
7
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 29, 1990
- Principal office
- 1150 GLENLIVET DR., SUITE A-12, ALLENTOWN, PA, 18106
- Phone
- (835) 282-2820
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $548.3M
- Discretionary AUM
- $482.0M
- Non-discretionary AUM
- $66.3M
- Discretionary accounts
- 235
- Non-discretionary accounts
- 3
- Total accounts
- 238
- AUM per client
- $4.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 4 | $24.0M |
| High net worth individuals | 68 | $507.4M |
| Individuals (other than high net worth individuals) | 55 | $17.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 118 | 127 | increased by9 |
| Apr 1, 2026 | AUM | $514,591,784 | $548,323,868 | increased by$33,732,084 |
| Apr 1, 2026 | Accounts | 236 | 238 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 7 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 102 | 118 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $508,439,302 | $514,591,784 | increased by$6,152,482 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 231 | 236 | increased by5 |
| Apr 1, 2022 | Employees | 9 | 8 | decreased by1 |
| Apr 1, 2022 | Clients | 97 | 102 | increased by5 |
| Apr 1, 2022 | AUM | $462,528,177 | $508,439,302 | increased by$45,911,125 |
| Apr 1, 2022 | Accounts | 217 | 231 | increased by14 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HAMEL ASSOCIATES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HAMEL ASSOCIATES” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.