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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-20-2019
- Office Locations
- 1
Office Locations
About Hampel Investment Advisors
Hampel Investment Advisors (Greensboro, NC) provides discretionary portfolio management, strategy sessions, and personalized planning for Main Street investors, with direct access to the portfolio manager who selects holdings. The firm emphasizes fee-aware implementation and commonly uses ETFs alongside U.S. government and municipal bonds in SMAs, and publishes a monthly HIA Market Update newsletter.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 50 clients, or 50 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
- Investment Themes
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Owner & Executives
AMIT MENACHEM HAMPEL
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #4925385
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,132,399 | $1,147,212 |
| Non-Discretionary | $0 | -- |
| Total | $110,132,399 | $1,147,212 |
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Separately Managed Accounts
SMA allocation detail is available
Hampel Investment Advisors has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.