{
  "crd_number": 155865,
  "slug": "hamilton-manor-and-associates-la-jolla-ca-155865",
  "primary_business_name": "HAMILTON MANOR & ASSOCIATES",
  "legal_name": "KEITH HAMILTON, INC.",
  "dbas": [],
  "city": "La Jolla",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41740",
  "metro": {
    "cbsa_code": "41740",
    "common_name": "San Diego",
    "msa_name": "San Diego-Chula Vista-Carlsbad, CA",
    "path": "/advisors/ca/san-diego"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-06-08",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 188893099.0,
  "raum_discretionary": 63297875.0,
  "raum_non_discretionary": 125595224.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": null
    },
    "charitable": {
      "raum": 2366259.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 44214698.0,
      "count": 110
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": null
    },
    "state_municipal": {
      "raum": 0.0,
      "count": null
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": null
    },
    "investment_companies": {
      "raum": 0.0,
      "count": null
    },
    "pension_profit_sharing": {
      "raum": 14346069.0,
      "count": 4,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": null
    },
    "high_net_worth_individuals": {
      "raum": 127966073.0,
      "count": 56
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": null
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": null
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": null
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": null
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "WA"
  ],
  "websites": [
    "https://hamiltonmanorandassociates.com",
    "https://khamiltonandassociates.com",
    "https://linkedin.com/in/keith-hamilton",
    "https://linkedin.com/in/nathan-manor-cfp?-6672a621%2F="
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/155865",
  "city_as_filed": "LA JOLLA",
  "url": "https://advisorcensus.com/firm/hamilton-manor-and-associates-la-jolla-ca-155865",
  "display_name": "Hamilton Manor & Associates",
  "summary": "Hamilton Manor & Associates is an SEC-registered investment advisory firm in La Jolla, CA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.",
  "citation": "AdvisorCensus. Hamilton Manor & Associates (CRD 155865): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Hamilton Manor & Associates compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Hamilton Manor & Associates reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Hamilton Manor & Associates located?",
      "a": "Hamilton Manor & Associates' principal office is in La Jolla, CA, according to its Form ADV."
    },
    {
      "q": "Is Hamilton Manor & Associates registered with the SEC or a state?",
      "a": "Hamilton Manor & Associates is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 155865."
    },
    {
      "q": "How much does Hamilton Manor & Associates manage?",
      "a": "Hamilton Manor & Associates reports $188,893,099 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (34% discretionary)."
    },
    {
      "q": "How have Hamilton Manor & Associates' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Hamilton Manor & Associates: Regulatory assets under management: $134,449,433 in the October 2021 data and $188,893,099 in the October 2026 data, up 40%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Hamilton Manor & Associates serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (110); high net worth individuals (56); pension and profit sharing plans (but not the plan participants or government pension plans) (4)."
    },
    {
      "q": "Which custodians does Hamilton Manor & Associates use?",
      "a": "Hamilton Manor & Associates' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Hamilton Manor & Associates report any disciplinary disclosures?",
      "a": "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/155865"
    },
    {
      "q": "What changed in Hamilton Manor & Associates' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $167,303,690 to $188,893,099 (+13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 134449433.0,
      "total_employees": 4,
      "filing_date": "2021-03-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 160230803.0,
      "total_employees": 4,
      "filing_date": "2022-06-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 133886819.0,
      "total_employees": 5,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 147711361.0,
      "total_employees": 5,
      "filing_date": "2024-03-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 167303690.0,
      "total_employees": 5,
      "filing_date": "2025-03-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 188893099.0,
      "total_employees": 5,
      "filing_date": "2026-03-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $167,303,690 to $188,893,099 (+13%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/hamilton-manor-and-associates-la-jolla-ca-155865.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 110,
      "fewer_than_5": false,
      "raum": 44214698.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 56,
      "fewer_than_5": false,
      "raum": 127966073.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 4,
      "fewer_than_5": true,
      "raum": 14346069.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 2366259.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/155865",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}