United States · What does Hamilton Point Investment Advisors invest in?
Hamilton Point Investment Advisors says it invests in Advice, Asset Management and Wealth Management.
What they do
- Type
- Investment firm (from a list, unverified)
- Cheque size
- Not stated
- Sectors
- AdviceAsset ManagementWealth Management
- Based in
- Chapel Hill, United States
- Cold pitches
- Not stated
The record
No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. Know a round it was in? Tell us.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration6 named
ACAndrew C. BurnsOwneriForm ADV
DCDavid Charles StephanVice PresidentiForm ADV
KCKenneth Carl NelsonCIOiForm ADV
NGNathan Guerrant ByrdDirectoriForm ADV
RSRichard Speight WoodsChief Executive Officer / Chief Compliance OfficeriForm ADV
STShannon Thomas WardlawDirectoriForm ADV
We also hold 10 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$1.2Bassets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Hamilton Point Investment Advisors, LLC
- SEC number
- CRD 144534