# Hamel Associates,inc.

> Hamel Associates,inc. is an SEC-registered investment advisory firm in Allentown, PA, registered since 1990, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 22, 2026.

- CRD: 107128
- Filed as: HAMEL ASSOCIATES,INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Allentown, PA
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107128
- AdvisorCensus page: https://advisorcensus.com/firm/hamel-associates-inc-allentown-pa-107128

## Quick answers

**How is Hamel Associates,inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Hamel Associates,inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Hamel Associates,inc. located?**
Hamel Associates,inc.'s principal office is in Allentown, PA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Hamel Associates,inc. registered with the SEC or a state?**
Hamel Associates,inc. is an SEC-registered investment advisory firm, registered since 1990. Status as filed: Approved. CRD 107128.

**How much does Hamel Associates,inc. manage?**
Hamel Associates,inc. reports $548,323,868 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (88% discretionary).

**How have Hamel Associates,inc.'s assets and staff changed since 2021?**
In the Form ADV data for Hamel Associates,inc.: Regulatory assets under management: $462,528,177 in the October 2021 data and $548,323,868 in the October 2026 data, up 19%. Total employees: 9 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hamel Associates,inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (68); individuals (other than high net worth individuals) (55); charitable organizations (4).

**Which custodians does Hamel Associates,inc. use?**
Hamel Associates,inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Hamel Associates,inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107128

**What changed in Hamel Associates,inc.'s recent Form ADV filings?**
In the October 2026 filing data: Changed its office addresses in Chatham, NJ.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $548,323,868
- Discretionary: $482,021,817
- Non-discretionary: $66,302,051

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 55 | $17,007,540 |
| High net worth individuals | 68 | $507,350,799 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 4 | $23,965,529 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1990 (35 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, MO, NJ, NY, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Chatham, NJ

### Websites listed on Form ADV (Item 1.I)
- hamelassociatesinc.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $462,528,177 | 9 | August 17, 2021 |
| October 2022 | $508,439,302 | 8 | March 24, 2022 |
| October 2023 | $480,669,978 | 8 | March 23, 2023 |
| October 2024 | $489,339,727 | 7 | March 29, 2024 |
| October 2025 | $514,591,784 | 7 | June 2, 2025 |
| October 2026 | $548,323,868 | 7 | September 22, 2026 |

Regulatory assets under management: $462,528,177 in the October 2021 data and $548,323,868 in the October 2026 data, up 19%.
Total employees: 9 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Changed its office addresses in Chatham, NJ.

### March 2026
- Added an office in Chatham, NJ.
- No longer lists an office in Center Valley, PA.

### February 2026
- Reported a succession: took over the business of Hamel Associates,inc. (CRD 107128) on January 13, 2026.

### December 2025
- Added an office in Center Valley, PA.
- Registered or notice-filed in PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hamel Associates,inc. (CRD 107128): Form ADV filing data as of October 2026.