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HAMILTON POINT INVESTMENT ADVISORS, LLC

CHAPEL HILL, NC · CRD 144534 · IAPD ↗ · (919) 636-3765

$1.21BRegulatory AUM
7Advisory reps
12Employees
0Clients
101-250Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2025 — HAMILTON POINT INVESTMENT ADVISORS, LLC crossed $1B in regulatory AUM ($935.1M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
April 2024 — HAMILTON POINT INVESTMENT ADVISORS, LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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