HAMILTON POINT INVESTMENT ADVISORS, LLC
CRD #144534 SEC #801-68186 CHAPEL HILL, NC (919) 636-3765
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
10
Clients
101
Accounts
815
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.1B | $1.1B | $0 | 10 | 0 |
| Mar 2025 | $1.1B | $1.1B | $0 | 10 | 0 |
| Mar 2024 | $935.1M | $935.1M | $0 | 11 | 0 |
| Apr 2023 | $793.1M | $793.1M | $0 | 9 | 0 |
| Mar 2023 | $793.1M | $793.1M | $0 | 9 | 0 |
| Nov 2022 | $755.8M | $755.8M | $0 | 9 | 0 |
| Mar 2022 | $755.8M | $755.8M | $0 | 9 | 0 |
| Mar 2022 | $755.8M | $755.8M | $0 | 9 | 0 |
| Nov 2021 | $639.3M | $639.3M | $0 | 9 | 0 |
| Mar 2021 | $639.3M | $639.3M | $0 | 7 | 0 |
| Dec 2020 | $524.8M | $524.8M | $0 | 7 | 0 |
| Jun 2020 | $524.8M | $524.8M | $0 | 7 | 0 |
| Jun 2020 | $524.8M | $524.8M | $0 | 7 | 0 |
| Mar 2020 | $524.8M | $524.8M | $0 | 7 | 0 |
| Mar 2019 | $460.4M | $460.4M | $0 | 6 | 0 |
| Mar 2018 | $405.3M | $405.3M | $0 | 7 | 0 |
| Dec 2017 | $387.7M | $387.7M | $0 | 7 | 0 |
| Mar 2017 | $354.3M | $354.3M | $0 | 7 | 100 |
| Mar 2016 | $303.9M | $303.9M | $0 | 6 | 100 |
| Jul 2015 | $248.6M | $248.6M | $0 | 5 | 100 |
| Mar 2015 | $248.6M | $248.6M | $0 | 5 | 100 |
| Mar 2014 | $219.1M | $219.1M | $0 | 5 | 100 |
| Oct 2013 | $201.9M | $201.9M | $0 | 5 | 26 |
| Mar 2013 | $201.9M | $201.9M | $0 | 5 | 26 |
| Mar 2012 | $151.4M | $151.4M | $0 | 1 | 26 |
| Dec 2007 | $43.2M | $43.2M | $0 | 5 | -- |
| Aug 2007 | $0 | $0 | $0 | 5 | -- |
DateDec 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients0
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$935.1M
Discretionary$935.1M
Non-Disc.$0
Employees11
Clients0
DateApr 2023
Total AUM$793.1M
Discretionary$793.1M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$793.1M
Discretionary$793.1M
Non-Disc.$0
Employees9
Clients0
DateNov 2022
Total AUM$755.8M
Discretionary$755.8M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$755.8M
Discretionary$755.8M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$755.8M
Discretionary$755.8M
Non-Disc.$0
Employees9
Clients0
DateNov 2021
Total AUM$639.3M
Discretionary$639.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$639.3M
Discretionary$639.3M
Non-Disc.$0
Employees7
Clients0
DateDec 2020
Total AUM$524.8M
Discretionary$524.8M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$524.8M
Discretionary$524.8M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$524.8M
Discretionary$524.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$524.8M
Discretionary$524.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$460.4M
Discretionary$460.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$405.3M
Discretionary$405.3M
Non-Disc.$0
Employees7
Clients0
DateDec 2017
Total AUM$387.7M
Discretionary$387.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2017
Total AUM$354.3M
Discretionary$354.3M
Non-Disc.$0
Employees7
Clients100
DateMar 2016
Total AUM$303.9M
Discretionary$303.9M
Non-Disc.$0
Employees6
Clients100
DateJul 2015
Total AUM$248.6M
Discretionary$248.6M
Non-Disc.$0
Employees5
Clients100
DateMar 2015
Total AUM$248.6M
Discretionary$248.6M
Non-Disc.$0
Employees5
Clients100
DateMar 2014
Total AUM$219.1M
Discretionary$219.1M
Non-Disc.$0
Employees5
Clients100
DateOct 2013
Total AUM$201.9M
Discretionary$201.9M
Non-Disc.$0
Employees5
Clients26
DateMar 2013
Total AUM$201.9M
Discretionary$201.9M
Non-Disc.$0
Employees5
Clients26
DateMar 2012
Total AUM$151.4M
Discretionary$151.4M
Non-Disc.$0
Employees1
Clients26
DateDec 2007
Total AUM$43.2M
Discretionary$43.2M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--