HAMILTON POINT INVESTMENT ADVISORS, LLC
Adviser information for HAMILTON POINT INVESTMENT ADVISORS, LLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | North Carolina, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 8 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 780 | $935.1M |
| Non-Discretionary | 0 | $0 |
| Total | 780 | $935.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 41 | $15.7M |
| HNW Individuals | 175 | $666.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $6.0M |
| Charitable organizations | 22 | $225.1M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 5 | $22.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesPublication of periodicals or newsletters |
|---|---|
| Compensation | % of AUM |
Principal Office
100 EUROPA DRIVESUITE 425
CHAPEL HILL
NC
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: (919) 636-3765, Fax: (919) 636-3766
Chief Compliance Officer
RICHARD S. WOODS
100 EUROPA DRIVE
SUITE 425
CHAPEL HILL
NC
United States
Tel:
(919) 636-3765
Fax:
(919) 636-3766
R*****@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WOODS, RICHARD, SPEIGHT | Individual | – | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | 06/2007 | 50-75% |
| NELSON, KENNETH, CARL | Individual | – | CIO | 11/2021 | < 5% |
| BYRD, NATHAN, GUERRANT | Individual | – | DIRECTOR | 11/2021 | < 5% |
| BURNS, ANDREW, C. | Individual | – | OWNER | 11/2022 | 5-10% |
| WARDLAW, SHANNON, THOMAS | Individual | – | DIRECTOR | 11/2022 | < 5% |
| Stephan, David, Charles | Individual | – | VICE PRESIDENT | 11/2022 | < 5% |
| ESBT FBO OWEN LEWIS BURNS U/A ANDREW CONOVER BURNS, SR. REVOCABLE TRUST | Domestic Entity | – | OWNER | 11/2022 | 5-10% |
| THE WILTON GRAY BURNS HAMILTON POINT INVESTMENT ADVISORS TRUST | Domestic Entity | – | OWNER | 11/2022 | 5-10% |
| BURNS, ANDREW, C. | Individual | ESBT FBO OWEN LEWIS BURNS U/A ANDREW CONOVER BURNS, SR. REVOCABLE TRUST | TRUSTEE | 11/2022 | |
| BURNS, ANDREW, C. | Individual | THE WILTON GRAY BURNS HAMILTON POINT INVESTMENT ADVISORS TRUST | TRUSTEE | 11/2022 |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 6th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 3M CO | COM | 387K | 4K | – |
| ABBOTT LABS | COM | 937K | 9K | – |
| ABBVIE INC | COM | 1M | 6K | – |
| ACCENTURE PLC IRELAND | SHS CLASS A | 8M | 27K | – |
| ADOBE INC | COM | 11M | 19K | – |
| ADVANCED MICRO DEVICES INC | COM | 1M | 8K | – |
| ALPHABET INC | CAP STK CL C | 17M | 90K | – |
| ALPHABET INC | CAP STK CL A | 849K | 5K | – |
| AMAZON COM INC | COM | 800K | 4K | – |
| AMERICAN CENTY ETF TR | US SML CP VALU | 9M | 103K | – |
| AMERICAN EXPRESS CO | COM | 15M | 66K | – |
| AMGEN INC | COM | 11M | 34K | – |
| ANAVEX LIFE SCIENCES CORP | COM NEW | 86K | 20K | – |
| APPLE INC | COM | 21M | 100K | – |
| ASML HOLDING N V | N Y REGISTRY SHS | 424K | 414 | – |
| AUTOMATIC DATA PROCESSING IN | COM | 10M | 42K | – |
| BECTON DICKINSON & CO | COM | 7M | 31K | – |
| BERKSHIRE HATHAWAY INC DEL | CL A | 43M | 70 | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2M | 5K | – |
| BROADCOM INC | COM | 273K | 170 | – |
| BROADRIDGE FINL SOLUTIONS IN | COM | 5M | 23K | – |
| BROOKFIELD INFRASTRUCTURE CO | COM SB VTG SHS A | 3M | 102K | – |
| CAPITAL ONE FINL CORP | COM | 205K | 1K | – |
| CHEVRON CORP NEW | COM | 225K | 1K | – |
| CHURCH & DWIGHT CO INC | COM | 12M | 114K | – |
| CISCO SYS INC | COM | 5M | 108K | – |
| COCA COLA CO | COM | 893K | 14K | – |
| COLGATE PALMOLIVE CO | COM | 5M | 49K | – |
| COOPER COS INC | COM | 5M | 52K | – |
| CUMMINS INC | COM | 5M | 19K | – |
| DANAHER CORPORATION | COM | 11M | 42K | – |
| DEERE & CO | COM | 9M | 25K | – |
| DELL TECHNOLOGIES INC | CL C | 341K | 2K | – |
| EATON CORP PLC | SHS | 9M | 30K | – |
| ELI LILLY & CO | COM | 5M | 5K | – |
| EMCOR GROUP INC | COM | 18M | 50K | – |
| EMERSON ELEC CO | COM | 375K | 3K | – |
| EOG RES INC | COM | 4M | 29K | – |
| ESSENTIAL UTILS INC | COM | 5M | 130K | – |
| EXXON MOBIL CORP | COM | 680K | 6K | – |
| F5 INC | COM | 5M | 32K | – |
| FAIR ISAAC CORP | COM | 400K | 269 | – |
| GENERAL DYNAMICS CORP | COM | 336K | 1K | – |
| GENTEX CORP | COM | 7M | 200K | – |
| GENUINE PARTS CO | COM | 5M | 34K | – |
| GRAINGER W W INC | COM | 1M | 1K | – |
| HERSHEY CO | COM | 4M | 20K | – |
| HOME DEPOT INC | COM | 404K | 1K | – |
| HONEYWELL INTL INC | COM | 355K | 2K | – |
| HUBBELL INC | COM | 7M | 20K | – |
| ILLINOIS TOOL WKS INC | COM | 753K | 3K | – |
| INTEL CORP | COM | 217K | 7K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 3M | 16K | – |
| INTERNATIONAL PAPER CO | COM | 218K | 5K | – |
| INVESCO QQQ TR | UNIT SER 1 | 668K | 1K | – |
| ISHARES GOLD TR | ISHARES NEW | 6M | 131K | – |
| ISHARES TR | CORE S&P500 ETF | 584K | 1K | – |
| ISHARES TR | MSCI EAFE ETF | 156K | 2K | – |
| ISHARES TR | RUS MDCP VAL ETF | 98K | 814 | – |
| ISHARES TR | RUS MD CP GR ETF | 52K | 472 | – |
| ISHARES TR | RUS MID CAP ETF | 136K | 2K | – |
| ISHARES TR | CORE S&P MCP ETF | 263K | 5K | – |
| ISHARES TR | ISHARES SEMICDTR | 53K | 213 | – |
| ISHARES TR | COHEN STEER REIT | 13K | 220 | – |
| ISHARES TR | RUS 1000 VAL ETF | 343K | 2K | – |
| ISHARES TR | RUS 1000 GRW ETF | 867K | 2K | – |
| ISHARES TR | RUSSELL 2000 ETF | 66K | 323 | – |
| ISHARES TR | U.S. TECH ETF | 58K | 386 | – |
| ISHARES TR | CORE S&P SCP ETF | 53K | 500 | – |
| JOHNSON & JOHNSON | COM | 6M | 43K | – |
| JPMORGAN CHASE & CO. | COM | 6M | 30K | – |
| LAM RESEARCH CORP | COM | 216K | 202 | – |
| LITTELFUSE INC | COM | 8M | 31K | – |
| LOCKHEED MARTIN CORP | COM | 480K | 1K | – |
| LOWES COS INC | COM | 861K | 4K | – |
| MAIN STR CAP CORP | COM | 6M | 116K | – |
| MCDONALDS CORP | COM | 328K | 1K | – |
| MCGRATH RENTCORP | COM | 6M | 54K | – |
| MERCK & CO INC | COM | 1M | 10K | – |
| META PLATFORMS INC | CL A | 343K | 681 | – |
| MICROCHIP TECHNOLOGY INC. | COM | 649K | 7K | – |
| MICROSOFT CORP | COM | 25M | 55K | – |
| NEXTERA ENERGY INC | COM | 7M | 101K | – |
| NICE LTD | SPONSORED ADR | 5M | 32K | – |
| NIKE INC | CL B | 4M | 56K | – |
| NVIDIA CORPORATION | COM | 4M | 36K | – |
| NVIDIA CORPORATION | COM | 247K | 2K | – |
| PACCAR INC | COM | 201K | 2K | – |
| PATHFINDER BANCORP INC MD | COM | 507K | 38K | – |
| PAYCHEX INC | COM | 4M | 33K | – |
| PEPSICO INC | COM | 5M | 33K | – |
| PFIZER INC | COM | 3M | 123K | – |
| PHILIP MORRIS INTL INC | COM | 432K | 4K | – |
| POOL CORP | COM | 4M | 14K | – |
| PROCTER AND GAMBLE CO | COM | 890K | 5K | – |
| RAYONIER INC | COM | 367K | 13K | – |
| RELX PLC | SPONSORED ADR | 7M | 158K | – |
| RIO TINTO PLC | SPONSORED ADR | 3M | 44K | – |
| ROPER TECHNOLOGIES INC | COM | 7M | 12K | – |
| RTX CORPORATION | COM | 12M | 121K | – |
| S&P GLOBAL INC | COM | 2M | 4K | – |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 118K | 2K | – |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 19K | 298 | – |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 25K | 532 | – |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 9K | 345 | – |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 25K | 835 | – |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 14K | 387 | – |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 26K | 725 | – |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 23K | 420 | – |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 8K | 116 | – |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 65K | 2K | – |
| SCHWAB STRATEGIC TR | US REIT ETF | 4K | 184 | – |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 8K | 214 | – |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 443K | 4K | – |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 164K | 1K | – |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 69K | 377 | – |
| SELECT SECTOR SPDR TR | ENERGY | 41K | 446 | – |
| SELECT SECTOR SPDR TR | INDL | 41K | 333 | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 196K | 866 | – |
| SPDR GOLD TR | GOLD SHS | 421K | 2K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 4M | 7K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 11M | 21K | – |
| STRYKER CORPORATION | COM | 274K | 803 | – |
| TETRA TECH INC NEW | COM | 205K | 1K | – |
| TEXAS INSTRS INC | COM | 8M | 42K | – |
| THE CIGNA GROUP | COM | 419K | 1K | – |
| THE TRADE DESK INC | COM CL A | 438K | 4K | – |
| TJX COS INC NEW | COM | 12M | 108K | – |
| TYLER TECHNOLOGIES INC | COM | 684K | 1K | – |
| UNILEVER PLC | SPON ADR NEW | 6M | 109K | – |
| UNION PAC CORP | COM | 1M | 6K | – |
| UNITEDHEALTH GROUP INC | COM | 210K | 412 | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1M | 3K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 167K | 447 | – |
| VANGUARD INDEX FDS | VALUE ETF | 549K | 3K | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 3K | 12 | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 454K | 2K | – |
| VANGUARD WORLD FD | INF TECH ETF | 443K | 768 | – |
| VERIZON COMMUNICATIONS INC | COM | 3M | 71K | – |
| VISA INC | COM CL A | 7M | 25K | – |
| WALMART INC | COM | 6M | 92K | – |
| WASTE MGMT INC DEL | COM | 8M | 38K | – |
| WATSCO INC | COM | 6M | 13K | – |
| WILLIAMS SONOMA INC | COM | 8M | 29K | – |