Hamilton Point Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and publishing newsletters. Financial planning was provided to 101–250 clients last fiscal year.
Hamilton Point Investment Advisors reports 266 clients. They include 203 high-net-worth individuals, 36 individual clients and 21 charitable organizations. Of its assets, 100.0% ($1.21B across 885 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 14% | 1% |
| High-net-worth individuals | 76% | 74% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | 8% | 23% |
| Corporations and other businesses | 2% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 36 | $13.2M | 1.1% | $368K |
| High-net-worth individuals | 203 | $894M | 73.8% | $4.4M |
| Pension and profit-sharing plans | Fewer than 5 | $4.45M | 0.4% | $4.45M |
| Charitable organizations | 21 | $274M | 22.6% | $13M |
| Corporations and other businesses | 5 | $25.8M | 2.1% | $5.17M |
| Total | 266 | $1.21B | 100% | — |
- Clients
- 36
- Regulatory AUM
- $13.2M
- AUM share
- 1.1%
- Avg. per client
- $368K
- Clients
- 203
- Regulatory AUM
- $894M
- AUM share
- 73.8%
- Avg. per client
- $4.4M
- Clients
- Fewer than 5
- Regulatory AUM
- $4.45M
- AUM share
- 0.4%
- Avg. per client
- $4.45M
- Clients
- 21
- Regulatory AUM
- $274M
- AUM share
- 22.6%
- Avg. per client
- $13M
- Clients
- 5
- Regulatory AUM
- $25.8M
- AUM share
- 2.1%
- Avg. per client
- $5.17M
Total
- Clients
- 266
- Regulatory AUM
- $1.21B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Hamilton Point Investment Advisors charges 0.50%–1.00% a year for its Separate Account Fee Schedule. The fee is billed in advance and is negotiable.
Fee details and sources
Richard Woods owns 50% to 75% of Hamilton Point Investment Advisors. Richard Woods is CEO; the leadership team includes President David Stephan. It has 12 employees, 7 of them in advisory roles.
Leadership
- Richard WoodsChief Executive Officer / Chief Compliance Officer
- David StephanVice President
- Megan TarrantVice President
- Nathan ByrdDirector
- Shannon WardlawDirector
- Kenneth NelsonCIO
- Andrew BurnsOwner
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Nathan Guerrant Byrd
- Tracy Ryan Davies
- Marci Piddington Hansen
- Kenneth Carl Nelson
- David Charles Stephan
- Shannon Thomas Wardlaw
- Richard Speight Woods
Staff
- 12 employees
- 7 in advisory functions
- 7 state-registered reps
- Owns 50% to 75% of Hamilton Point Investment Advisors, LLC
Richard Woods
Control person · since June 2007
- Owns 5% to 10% of Hamilton Point Investment Advisors, LLC
Kenneth Nelson
Control person · since November 2021
- Owns 5% to 10% of Hamilton Point Investment Advisors, LLC
Nathan Byrd
Control person · since November 2021
- Owns 5% to 10% of Hamilton Point Investment Advisors, LLC
Andrew Burns
Control person · since November 2022
- Owns 5% to 10% of Hamilton Point Investment Advisors, LLC
Shannon Wardlaw
Control person · since November 2022
- Owns 5% to 10% of Hamilton Point Investment Advisors, LLC
The Wilton Gray Burns Hamilton Point Investment Advisors Trust
since November 2022
- Owns 5% to 10% of Hamilton Point Investment Advisors, LLC
The Wilton Gray Burns Hamilton
since November 2022
Hamilton Point Investment Advisors’ regulatory assets grew 1.9× from $639M (March 2021) to $1.21B (March 2026); clients rose from 170 to 266 and employees from 7 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.21B | 266 | 12 | 2 |
| March 2025 | $1.07B | 252 | 10 | 2 |
| March 2024 | $935M | 244 | 11 | 2 |
| April 2023 | $793M | 215 | 9 | 2 |
| March 2022 | $756M | 184 | 9 | 2 |
| March 2021 | $639M | 170 | 7 | 1 |
Besides its headquarters, Hamilton Point Investment Advisors has 1 office (1 private residence, listed without an address), with 1 listed address in North Carolina.
North Carolina · 1 listed address
- 1450 Environ Way, Chapel HillHQ
Contact and registration details
- Legal name
- Hamilton Point Investment Advisors, LLC
- Headquarters
- 1450 Environ Way, Chapel Hill, NC 27517
- Website
- hamiltonpoint.com
- Phone
- 919-636-3765
- SEC file
- 801-68186
- Structure
- North Carolina LLC
- Fiscal year end
- December
Hamilton Point Investment Advisors uses Fidelity ($1.12B) as custodian for its separately managed accounts. Hamilton Point Investment Advisors has custody of $80.7M in client assets for 29 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $1.12B100%
At year end, Hamilton Point Investment Advisors’ separately managed accounts were mostly in stocks (51%) and funds (23%). Its reported 13F holdings for the quarter ended 30 June 2026 total $710M across 193 positions; the largest are Vanguard Charlotte Fds (6.3%), Berkshire Hathaway Inc. Del (6.0%) and Alphabet Inc. (4.3%).
What the accounts hold
- Stocks51%
- Funds23%
- Bonds20%
- U.S. government and agency bonds10%
- Investment grade corporate bonds9%
- State and local bonds1%
- Cash5%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $710M
- Reported 13F value
- 193
- Positions
- 38.5%
- In the 10 largest
- +9.4%
- Value vs. prior quarter
- Vanguard Charlotte Fds · Total Int BD ETF6.3%
- Berkshire Hathaway Inc. Del · CL A6.0%
- Alphabet Inc. · Cap Stk CL C4.3%
- Apple Inc.4.1%
- Emcor Group Inc.3.6%
- Rtx Corporation3.0%
- American Express CO3.0%
- Dell Technologies Inc. · CL C2.9%
- Microsoft Corp.2.9%
- American Centy ETF TR · US Sml CP Valu2.5%
Together, the ten largest are 38.5% of reported value.
How many clients does Hamilton Point Investment Advisors have?
Hamilton Point Investment Advisors has 266 clients and manages $1.21 billion for them, as of March 2026. They include 203 high-net-worth individuals, 36 individual clients and 21 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 March 2026
What services does Hamilton Point Investment Advisors offer?
Hamilton Point Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and publishing newsletters.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Hamilton Point Investment Advisors charge?
Hamilton Point Investment Advisors charges 0.50%–1.00% a year for its Separate Account Fee Schedule. The fee is billed in advance and is negotiable.
Source: HAMILTON POINT INVESTMENT ADVISORS, LLC ADV PART 2A, filed 18 March 2026
Which custodians does Hamilton Point Investment Advisors use?
Hamilton Point Investment Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $1.12B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 March 2026
How many financial advisors does Hamilton Point Investment Advisors have?
Hamilton Point Investment Advisors has 7 investment adviser representatives registered with state securities authorities, out of 12 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hamilton Point Investment Advisors invest in?
At the end of its last fiscal year, Hamilton Point Investment Advisors’ separately managed accounts held 51% exchange-traded equities, 23% registered funds (mutual funds, ETFs, BDCs), 10% U.S. government and agency bonds, 9% investment grade corporate bonds, 5% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hamilton Point Investment Advisors?
Hamilton Point Investment Advisors’ direct owners are Richard Woods (50% to 75%), Kenneth Nelson (5% to 10%), Nathan Byrd (5% to 10%), Andrew Burns (5% to 10%), Shannon Wardlaw (5% to 10%), the Wilton Gray Burns Hamilton Point Investment Advisors Trust (5% to 10%) and the Wilton Gray Burns Hamilton (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 18 March 2026
How does Hamilton Point Investment Advisors get paid?
Hamilton Point Investment Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Hamilton Point Investment Advisors registered with the SEC?
Yes, Hamilton Point Investment Advisors has been registered with the SEC as an investment adviser since 20 August 2007. Its CRD number is 144534 and its SEC file number is 801-68186.
Source: Form ADV Part 1A, Item 1, filed 18 March 2026; IAPD firm record
How do I contact Hamilton Point Investment Advisors?
Hamilton Point Investment Advisors’ main office is at 1450 Environ Way, Chapel Hill, NC 27517. Its phone number is 919-636-3765. Its website is hamiltonpoint.com.