HAMILTON POINT INVESTMENT ADVISORS, LLC

CRD 144534File 801-68186

APPROVED

Retail clients

Custody

Filing as of Mar 18, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.21B

Above cohort median (national)

Discretionary AUM

$1.21B

Clients

266

885 accounts

Employees

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: https://www.linkedin.com/company/hamilton-point-investment-advisors/

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.