# Hamilton Point Investment Advisors, LLC

> Hamilton Point Investment Advisors, LLC is an SEC-registered investment advisory firm in Chapel Hill, NC, registered since 2007, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 144534
- Filed as: HAMILTON POINT INVESTMENT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chapel Hill, NC
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/144534
- AdvisorCensus page: https://advisorcensus.com/firm/hamilton-point-investment-advisors-llc-chapel-hill-nc-144534

## Quick answers

**How is Hamilton Point Investment Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hamilton Point Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Hamilton Point Investment Advisors, LLC located?**
Hamilton Point Investment Advisors, LLC's principal office is in Chapel Hill, NC, according to its Form ADV.

**Is Hamilton Point Investment Advisors, LLC registered with the SEC or a state?**
Hamilton Point Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 144534.

**How much does Hamilton Point Investment Advisors, LLC manage?**
Hamilton Point Investment Advisors, LLC reports $1,211,268,079 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**How have Hamilton Point Investment Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Hamilton Point Investment Advisors, LLC: Regulatory assets under management: $639,336,306 in the October 2021 data and $1,211,268,079 in the October 2026 data, up 89%. Total employees: 7 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hamilton Point Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (203); individuals (other than high net worth individuals) (36); charitable organizations (21).

**Which custodians does Hamilton Point Investment Advisors, LLC use?**
Hamilton Point Investment Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Hamilton Point Investment Advisors, LLC 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/144534

**Does Hamilton Point Investment Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 18, 2026 says: "Hamilton Point generally requires that new client relationships exceed, or have the potential over a reasonable period of time, to exceed a minimum of $1,000,000 in assets under management." "Hamilton Point reserves the right to reduce the minimum requirement for certain accounts under certain circumstances."

**What changed in Hamilton Point Investment Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 8 to 7. Regulatory assets under management went from $1,065,602,758 to $1,211,268,079 (+14%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Account minimum: $1,000,000

> Hamilton Point generally requires that new client relationships exceed, or have the potential over a reasonable period of time, to exceed a minimum of $1,000,000 in assets under management.

> Hamilton Point reserves the right to reduce the minimum requirement for certain accounts under certain circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services 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: $1,211,268,079
- Discretionary: $1,211,268,079
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $13,240,607 |
| High net worth individuals | 203 | $893,816,244 |
| 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) | 1 | $4,451,729 |
| Charitable organizations | 21 | $273,914,852 |
| 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 | 5 | $25,844,647 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2007 (19 years)
- Employees: 12 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, MA, NC, NY, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [hamiltonpoint.com](https://hamiltonpoint.com)
- LinkedIn @hamilton-point-investment-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $639,336,306 | 7 | March 16, 2021 |
| October 2022 | $755,805,023 | 9 | March 29, 2022 |
| October 2023 | $793,114,816 | 9 | April 17, 2023 |
| October 2024 | $935,084,099 | 11 | March 20, 2024 |
| October 2025 | $1,065,602,758 | 10 | March 20, 2025 |
| October 2026 | $1,211,268,079 | 12 | March 18, 2026 |

Regulatory assets under management: $639,336,306 in the October 2021 data and $1,211,268,079 in the October 2026 data, up 89%.
Total employees: 7 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 7.
- Regulatory assets under management went from $1,065,602,758 to $1,211,268,079 (+14%).
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer lists an office in Austin, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hamilton Point Investment Advisors, LLC (CRD 144534): Form ADV filing data as of October 2026.