Data / Investment advisers / North Carolina / Hamilton Point Investment Advisors, LLC
Hamilton Point Investment Advisors, LLC, Chapel Hill, NC: $1.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Hamilton Point Investment Advisors, LLC is an SEC registered investment adviser with its main office in Chapel Hill, North Carolina and reports $1.2 billion in regulatory assets under management in its Form ADV filed March 18, 2026. Its clients include high net worth individuals, charitable organizations and corporations and other businesses. It is paid through a percentage of assets under management.
The request: Watch Hamilton Point Investment Advisors, LLC (CRD number 144534): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 144534
- SEC file number
- 801-68186
- SEC status
- Approved, effective August 20, 2007
- Main office
- 1450 Environ Way, Chapel Hill, NC 27517
- Phone
- (919) 636-3765
- Regulatory AUM
- $1,211,268,079 in the Form ADV filed March 18, 2026
- Discretionary AUM
- $1,211,268,079
- Accounts
- 885
- Employees
- 12, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 203 | $893.8 million |
| Charitable organizations | 21 | $273.9 million |
| Corporations or other businesses | 5 | $25.8 million |
| Individuals (other than high net worth individuals) | 36 | $13.2 million |
| Pension and profit sharing plans | 1 | $4.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.21 billion | March 18, 2026 |
| December 1, 2025 | $1.07 billion | March 20, 2025 |
Other advisers in Chapel Hill
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Franklin Street Advisors Inc. | Chapel Hill | $4.53 billion | 5 | adviserinfo.sec.gov |
| Eton Advisors | Chapel Hill | $1.89 billion | 5 | adviserinfo.sec.gov |
| Morgan Creek Capital Management, LLC | Chapel Hill | $1.79 billion | 33 | adviserinfo.sec.gov |
| Delegate Advisors, LLC | Chapel Hill | $1.71 billion | 1 | adviserinfo.sec.gov |
| Absher Wealth Management, LLC | Chapel Hill | $1.26 billion | Not listed | adviserinfo.sec.gov |
| Atlantic Private Wealth, LLC | Chapel Hill | $894 million | Not listed | adviserinfo.sec.gov |
| Old Peak Finance | Chapel Hill | $714.1 million | Not listed | adviserinfo.sec.gov |
| Woodward Financial Advisors, Inc. | Chapel Hill | $641.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Chapel Hill, NC
- Investment advisers in North Carolina
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Hamilton Point Investment Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.