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Hampton Rock Wealth Management

Hampton Rock Wealth Management. CRD 331682

Hampton Rock Wealth Management logo

CRD: 331682

Hampton Rock Wealth Management

Austin, TX, 78735
5122569272
www.hamptonrock.com
$192.4M Total AUM
$192.4M Disc. AUM
-- 3Y CAGR
7 Employees
56 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Wave vital
Established Date
07-11-2024
Office Locations
1

Office Locations

7500 Rialto Boulevard Building 1, Suite 122 Austin TX

About Hampton Rock Wealth Management

HamptonRock Partners is a boutique financial services firm providing investment banking, transaction advisory, and wealth management. HamptonRock Wealth Management (an SEC-registered RIA) delivers investment management and financial planning with tailored, risk-aware guidance. The firm emphasizes senior-staffed execution and brings a track record of 300+ completed transactions across the transaction lifecycle.

Team overview

43 AVG AGE
$27.5M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
0.6 yrs AVG TENURE
7 Employees
7 Advisory Reps
6 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Delta radial Element Alpha North vector Wave atlas Fusion matrix Focus catalyst

Client Personas

Unison Pathway

Custodian

Quantum insight Focus

Investment Themes

Pioneer signal Vital oak Summit optima Meridian meridian Radial fusion

Investment Vehicles

Vector Peak crest

Platform

Momentum

Services

Catalyst optima Unison Beacon Peak Foundation legacy Crest Momentum quantum Delta Meridian

Technology

Value

Owner & Executives

DAVID ALAN DODSON

DAVID ALAN DODSON

Chief Investment Officer, Co-founder, Investment Advisor

CRD
#3167369
Ownership
50% but less than 75%
(244) 554-8453
beacon.beacon@pioneercapital.com
in linkedin.com/in/radial-ember
STUART LAIDLAW BROWN

STUART LAIDLAW BROWN

Chief Executive Officer, Managing Director

CRD
#4250877
Ownership
Less than 5%
(811) 322-5318
summit.optima@vectorcapital.com
in linkedin.com/in/summit-vector
W

Wave signal

Horizon timber

CRD
#51410
Ownership
2.3%
(675) 227-4107
vertex.ember@horizoncapital.com
in linkedin.com/in/beacon-pioneer

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Contacts

REBEKAH ANN HAVLINEK

REBEKAH ANN HAVLINEK

--

CRD
#7514988
(639) 201-3931
catalyst.alpha@atlascapital.com
in linkedin.com/in/peak-peak
C

Catalina Salvatierra

--

CRD
#8110100
(462) 519-5009
quantum.eagle@eaglecapital.com
in linkedin.com/in/insight-frontier
F

Frontier timber

Atlas delta peak

CRD
#59743
(646) 919-6657
value.vertex@beaconcapital.com
in linkedin.com/in/pathway-wave

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-12-2024
10-31-2025
05-18-2026
Category Assets AVG. Account size
Discretionary $192,369,158 $1,194,839
Non-Discretionary $0 --
Total $192,369,158 $1,194,839

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Separately Managed Accounts

Total SMA Asset: $192,369,158

$192.4M Total SMA
Public Funds:
18.0%
Equity - Exchange:
10.6%
Municipal Bonds:
10.0%
Other:
11.0%
U.S. Government/Agency:
15.7%
Cash:
5.2%
Equity - OTC:
15.5%
Private Funds:
14.0%
Asset class Assets Assets %
Public Funds $501,644,704 18.0%
Equity - Exchange $295,412,992 10.6%
Municipal Bonds $278,691,502 10.0%
Other $306,560,652 11.0%
U.S. Government/Agency $437,545,658 15.7%
Cash $144,919,581 5.2%
Equity - OTC $431,971,828 15.5%
Private Funds $390,168,105 14.0%
Total $2,786,915,022 100.0%

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