# Hamilton Manor & Associates

> 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.

- CRD: 155865
- Filed as: HAMILTON MANOR & ASSOCIATES
- Legal name: Keith Hamilton, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: La Jolla, CA
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/155865
- AdvisorCensus page: https://advisorcensus.com/firm/hamilton-manor-and-associates-la-jolla-ca-155865

## Quick answers

**How is Hamilton Manor & Associates compensated?**
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).

**Where is Hamilton Manor & Associates located?**
Hamilton Manor & Associates' principal office is in La Jolla, CA, according to its Form ADV.

**Is Hamilton Manor & Associates registered with the SEC or a state?**
Hamilton Manor & Associates is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 155865.

**How much does Hamilton Manor & Associates manage?**
Hamilton Manor & Associates reports $188,893,099 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (34% discretionary).

**How have Hamilton Manor & Associates' assets and staff changed since 2021?**
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.

**What types of clients does Hamilton Manor & Associates serve?**
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).

**Which custodians does Hamilton Manor & Associates use?**
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.

**Does Hamilton Manor & Associates 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/155865

**What changed in Hamilton Manor & Associates' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $167,303,690 to $188,893,099 (+13%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

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: $188,893,099
- Discretionary: $63,297,875
- Non-discretionary: $125,595,224

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 110 | $44,214,698 |
| High net worth individuals | 56 | $127,966,073 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $14,346,069 |
| Charitable organizations | 1 | $2,366,259 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hamiltonmanorandassociates.com
- khamiltonandassociates.com
- LinkedIn @keith-hamilton
- LinkedIn @nathan-manor-cfp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $134,449,433 | 4 | March 1, 2021 |
| October 2022 | $160,230,803 | 4 | June 9, 2022 |
| October 2023 | $133,886,819 | 5 | March 31, 2023 |
| October 2024 | $147,711,361 | 5 | March 23, 2024 |
| October 2025 | $167,303,690 | 5 | March 10, 2025 |
| October 2026 | $188,893,099 | 5 | March 23, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $167,303,690 to $188,893,099 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hamilton Manor & Associates (CRD 155865): Form ADV filing data as of October 2026.