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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- OptimaOptima pathway +more
- Established Date
- 07-19-2005
- Office Locations
- 2
Office Locations
About Hammond Iles Wealth Advisors
Hammond Iles Wealth Advisors provides advisor-guided financial planning, retirement planning and investment management for families who want clarity and confidence around investing. The team blends planning with financial coaching and supports multi-generational needs, including facilitated family conversations about money. They also run guided workshops and monthly online Power Hour classes, and offer a $200 Financial Plan Gift Card; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT GREGORY HAMMOND
Advisor, Chief Executive Officer, Managing Member
- CRD
- #4019419
- Ownership
- 50% but less than 75%
SCOTT THOMAS ILES
Financial Coach, President, Vice President
- CRD
- #3181158
- Ownership
- 25% but less than 50%
Prime ridge
Peak alpha
- CRD
- #23306
- Ownership
- 10.7%
Showing 2 of 4 owners & executives
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KEVIN PATRICK ILES
Portfolio Manager
- CRD
- #6335018
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $474,882,133 | $204,338 |
| Non-Discretionary | $0 | -- |
| Total | $474,882,133 | $204,338 |
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Separately Managed Accounts
Total SMA Asset: $474,882,133
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $425,822,954 | 6.5% |
| Equity - Exchange | $2,017,745,692 | 30.8% |
| Cash | $2,188,074,873 | 33.4% |
| U.S. Government/Agency | $1,919,478,856 | 29.3% |
| Total | $6,551,122,375 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE INSIGHT | ATLAS FOUNDATION | WORSSN3O2 | PQOQ | 11.29% | $105,607,806 |
| SIGNAL SUMMIT | VECTOR ATLAS | DS6D90D73 | UZHFY | 4.31% | $5,630,392 |
| CATALYST VITAL | SUMMIT OPTIMA | 579YMLPBQ | TBG | 11.39% | $28,838,759 |
| CREST EMBER ALPHA | PEAK PATHWAY | 7FXX8TB15 | BPL | 4.21% | $118,713,240 |
| QUANTUM ATLAS | EAGLE EAGLE | SY28OVATM | UUX | 10.57% | $17,173,037 |
| OAK VITAL | ZENITH HARBOR | 36SRC95HF | TIRYQ | 1.16% | $92,980,738 |
| PEAK TIMBER | RADIAL RADIAL | L02WKWHC3 | KWL | 9.84% | $69,522,034 |
| NORTH VERTEX | VITAL ELEMENT | 1G2PTZBPR | TWJXL | 7.13% | $89,405,768 |