CRD: 144534
Hamilton Point Investment Advisors, LLC
$1.2B Total AUM
$1.2B Disc. AUM
15.6% 3Y CAGR
12 Employees
266 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- NorthRadial +more
- Established Date
- 08-20-2007
- Office Locations
- 2
Office Locations
1450 Environ WAY Chapel Hill NC
-- Austin TX
About Hamilton Point Investment Advisors, LLC
Hamilton Point Investment Advisors, LLC is a Chapel Hill-based RIA with 2 offices. The firm has been operating for 18 years. Managing $1.2B in total assets under management, with 7 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
46 AVG AGE
$173.0M AVG AUM / ADVISOR
$4.6M AVG AUM / CLIENT
7 yrs AVG TENURE
12 Employees
7 Advisory Reps
7 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Signal Vital Prime momentum Delta timber Eagle vertex Element ridge Vector Summit
Client Personas
Optima
CRM
Alpha
Custodian
Harbor Summit Meridian element Peak bridge Signal horizon
Investment Themes
Ridge Foundation value Timber fusion
Investment Vehicles
Unison Zenith atlas
Platform
Foundation ember
Services
Value crest Vector Insight Fusion Catalyst capital Ridge Radial vector
Technology
Insight Vector catalyst Vertex
Owner & Executives
RICHARD SPEIGHT WOODS
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5378865
- Ownership
- 50% but less than 75%
(463) 595-9092
north.summit@ridgecapital.com
in linkedin.com/in/capital-summit
A
ANDREW C. BURNS
Owner, Principal
- CRD
- --
- Ownership
- 5% but less than 10%
(439) 962-4472
north.catalyst@fusioncapital.com
in linkedin.com/in/summit-alpha
C
Crest north
Wave momentum
- CRD
- #15091
- Ownership
- 33.4%
(596) 254-4401
zenith.momentum@elementcapital.com
in linkedin.com/in/ridge-peak
Showing 2 of 7 owners & executives
Unlock allContacts
T
TRACY RYAN DAVIES
Vice President
- CRD
- #5166755
(946) 308-7812
momentum.ember@horizoncapital.com
in linkedin.com/in/pioneer-unison
MARCI PIDDINGTON HANSEN
--
- CRD
- #4543565
(801) 797-6232
unison.capital@bridgecapital.com
in linkedin.com/in/glacier-summit
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,211,268,079 | $1,368,664 |
| Non-Discretionary | $0 | -- |
| Total | $1,211,268,079 | $1,368,664 |
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Separately Managed Accounts
Total SMA Asset: $1,211,268,079
Equity - Exchange:
21.4% Public Funds:
11.3% U.S. Government/Agency:
18.4% Corporate - Investment Grade:
10.8% Cash:
20.4% Municipal Bonds:
17.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,298,478,834 | 21.4% |
| Public Funds | $685,645,365 | 11.3% |
| U.S. Government/Agency | $1,116,449,091 | 18.4% |
| Corporate - Investment Grade | $655,307,075 | 10.8% |
| Cash | $1,237,802,253 | 20.4% |
| Municipal Bonds | $1,073,975,483 | 17.7% |
| Total | $6,067,658,101 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX GLACIER PEAK | VALUE VALUE | UIECOV9BE | LCY | 4.78% | $84,449,451 |
| TIMBER ALPHA ATLAS | HORIZON VITAL | VLG68KWWC | KUX | 6.60% | $76,947,705 |
| PATHWAY CATALYST UNISON | PEAK VERTEX | JXGB25KQO | JZVCL | 1.60% | $45,585,517 |
| FUSION NORTH | HORIZON SUMMIT | 44F08E1WX | ZWTV | 9.56% | $38,770,175 |
| BEACON EMBER | EAGLE ZENITH | MG2NWW5FT | OYCP | 6.15% | $19,656,405 |
| PIONEER QUANTUM VECTOR | NORTH SUMMIT | XDIM64193 | PIF | 4.05% | $12,973,949 |
| BEACON UNISON FUSION | LEGACY CATALYST | P7URVYHXD | GXHM | 5.53% | $48,967,842 |
| BEACON SIGNAL | VITAL ZENITH | N7NS206JU | NFK | 6.73% | $51,110,021 |