Hamilton Point Investment Advisors, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 144534
- SEC number
- 801-68186
- Firm type
- RIA
- Assets under management
- $1.2B as of Mar 18, 2026
- Website
- www.linkedin.com/company/hamilton-point-investment-advisors ↗
- Phone
- (919) 636-3765
- Address
- 1450 Environ Way, Chapel Hill, NC, 27517
Advisors at this firm
7 in our index · page 1 of 1
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Nathan Guerrant ByrdCRD 6009516 · Chapel Hill, NCIA Registered
-
Tracy Ryan DaviesCRD 5166755 · Chapel Hill, NCIA Registered
-
Marci Piddington HansenCRD 4543565 · Chapel Hill, NCIA RegisteredRegistration inactive
-
Kenneth Carl NelsonCRD 3225728 · Chapel Hill, NCIA Registered
-
David Charles StephanCRD 7130118 · Chapel Hill, NCIA Registered
-
Shannon Thomas WardlawCRD 3106033 · Austin, TXIA Registered
-
Richard Speight WoodsCRD 5378865 · Chapel Hill, NCIA Registered
1–7 of 7
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 144534 ↗
FINRA BrokerCheck record for firm CRD 144534 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.