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HAMEL ASSOCIATES,INC.

ALLENTOWN, PA · CRD 107128 · IAPD ↗ · hamelassociatesinc.com · (835) 282-2820

$548.3MRegulatory AUM
5Advisory reps
7Employees
0Clients
101-250Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
October 2026 — HAMEL ASSOCIATES,INC. moved its main office from CENTER VALLEY, PA to ALLENTOWN, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
43
February 2026 — HAMEL ASSOCIATES,INC. filed an Item 4A succession naming HAMEL ASSOCIATES,INC. (CRD 107128) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
48
February 2026 — HAMEL ASSOCIATES,INC. moved its main office from CHATHAM, NJ to CENTER VALLEY, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
December 2025 — HAMEL ASSOCIATES,INC. notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — HAMEL ASSOCIATES,INC. added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
July 2025 — HAMEL ASSOCIATES,INC. now reports custody of client assets ($33.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
61
April 2025 — HAMEL ASSOCIATES,INC. reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2025 — HAMEL ASSOCIATES,INC. crossed $500M in regulatory AUM ($489.3M -> $514.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
April 2024 — HAMEL ASSOCIATES,INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.