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HAMILTON POINT INVESTMENT ADVISORS, LLC
CRD 144534File 801-68186
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.21B
Above cohort median (national)
Discretionary AUM
$1.21B
Clients
266
885 accounts
Employees
12
Top 25% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Aug 20, 2007
- Principal office
- 1450 ENVIRON WAY, CHAPEL HILL, NC, 27517
- Phone
- (919) 636-3765
- Website
- HTTP://HAMILTONPOINT.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.21B
- Discretionary AUM
- $1.21B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 885
- Non-discretionary accounts
- 0
- Total accounts
- 885
- AUM per client
- $4.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $25.8M |
| Charitable organizations | 21 | $273.9M |
| High net worth individuals | 203 | $893.8M |
| Pension and profit sharing plans | Fewer than 5 | $4.5M |
| Individuals (other than high net worth individuals) | 36 | $13.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- 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 | Employees | 10 | 12 | increased by2 |
| Apr 1, 2026 | Clients | 252 | 266 | increased by14 |
| Apr 1, 2026 | AUM | $1,065,602,758 | $1,211,268,079 | increased by$145,665,321 |
| Apr 1, 2026 | Accounts | 815 | 885 | increased by70 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 10 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 184 | 252 | increased by68 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $755,805,023 | $1,065,602,758 | increased by$309,797,735 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 645 | 815 | increased by170 |
| Apr 1, 2022 | Clients | 170 | 184 | increased by14 |
| Apr 1, 2022 | AUM | $639,336,306 | $755,805,023 | increased by$116,468,717 |
| Apr 1, 2022 | Accounts | 578 | 645 | increased by67 |
| Dec 1, 2021 | Employees | 7 | 9 | increased by2 |
| 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 “HAMILTON POINT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HAMILTON POINT” 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.