HAMILTON MANOR & ASSOCIATES

Legal name: KEITH HAMILTON, INC.

CRD 155865File 801-113413

APPROVED

Retail clients

Filing as of Mar 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$188.9M

Bottom 25% of cohort (national)

Discretionary AUM

$63.3M

Non-discretionary $125.6M

Clients

171

395 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Jun 8, 2018
Principal office: 7979 IVANHOE AVE., STE 420, LA JOLLA, CA, 92037
Phone: 858-551-1040
Website: HTTP://KHAMILTONANDASSOCIATES.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $188.9M
Discretionary AUM: $63.3M
Non-discretionary AUM: $125.6M
Discretionary accounts: 164
Non-discretionary accounts: 231
Total accounts: 395
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$2.4M
High net worth individuals	56	$128.0M
Pension and profit sharing plans	Fewer than 5	$14.3M
Individuals (other than high net worth individuals)	110	$44.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
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.