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

Clients

101

Accounts

815

Firm Details

Organization Type: Limited Liability Company
State of Formation: North Carolina
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Dec 1, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BYRD, NATHAN, GUERRANT	I	DIRECTOR	NA	Control
BYRD, NATHAN, GUERRANT	I	DIRECTOR	NA	Control
BYRD, NATHAN, GUERRANT	I	DIRECTOR	NA	Control
BYRD, NATHAN, GUERRANT	I	DIRECTOR	NA	Control
BYRD, NATHAN, GUERRANT	I	DIRECTOR	NA	Control
BYRD, NATHAN, GUERRANT	I	DIRECTOR	NA	Control
NELSON, KENNETH, CARL	I	CIO	NA	Control
NELSON, KENNETH, CARL	I	CIO	NA	Control
NELSON, KENNETH, CARL	I	CIO	NA	Control
NELSON, KENNETH, CARL	I	CIO	NA	Control
NELSON, KENNETH, CARL	I	CIO	NA	Control
NELSON, KENNETH, CARL	I	CIO	NA	Control
Stephan, David, Charles	I	VICE PRESIDENT	NA
Stephan, David, Charles	I	VICE PRESIDENT	NA
Stephan, David, Charles	I	VICE PRESIDENT	NA
Stephan, David, Charles	I	VICE PRESIDENT	NA
Stephan, David, Charles	I	VICE PRESIDENT	NA
Tarrant, Megan, Elaine	I	VICE PRESIDENT	NA
Tarrant, Megan, Elaine	I	VICE PRESIDENT	NA
WARDLAW, SHANNON, THOMAS	I	DIRECTOR	NA
WARDLAW, SHANNON, THOMAS	I	DIRECTOR	NA
WARDLAW, SHANNON, THOMAS	I	DIRECTOR	NA
BURNS, ANDREW, CONOVER	I	MANAGING MEMBER	E	Control
BURNS, ANDREW, CONOVER	I	MANAGING MEMBER	E	Control
BURNS, ANDREW, CONOVER	I	MANAGING MEMBER	D	Control
BURNS, ANDREW, CONOVER	I	MANAGING MEMBER	D	Control
BURNS, ANDREW, CONOVER	I	MANAGING MEMBER	D	Control
BURNS, ANDREW, CONOVER	I	MANAGING MEMBER	D	Control
BURNS, ANDREW, CONOVER	I	MANAGING MEMBER	D	Control
BURNS, ANDREW, CONOVER	I	MANAGING MEMBER	D	Control
BURNS, ANDREW, CONOVER	I	MANAGING MEMBER	D	Control
BURNS, ANDREW, CONOVER	I	MANAGING MEMBER	D	Control
BURNS, ANDREW, CONOVER	I	MANAGING MEMBER	D	Control
BURNS, ANDREW, CONOVER	I	MANAGING MEMBER	D	Control
BURNS, ANDREW, CONOVER	I	MANAGING MEMBER	D	Control
BURNS, ANDREW, CONOVER	I	MANAGING MEMBER	D	Control
BURNS, ANDREW, CONOVER	I	MANAGING MEMBER	D	Control
BURNS, ANDREW, CONOVER	I	MANAGING MEMBER	D	Control
WOODS, RICHARD, SPEIGHT	I	CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER	D	Control
WOODS, RICHARD, SPEIGHT	I	CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER	D	Control
WOODS, RICHARD, SPEIGHT	I	CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER	D	Control
WOODS, RICHARD, SPEIGHT	I	CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER	D	Control
WOODS, RICHARD, SPEIGHT	I	CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER	D	Control
WOODS, RICHARD, SPEIGHT	I	CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER	D	Control
WOODS, RICHARD, SPEIGHT	I	CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER	D	Control
WOODS, RICHARD, SPEIGHT	I	CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER	D	Control
WOODS, RICHARD, SPEIGHT	I	CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER	D	Control
WOODS, RICHARD, SPEIGHT	I	CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER	D	Control
WOODS, RICHARD, SPEIGHT	I	CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER	D	Control
ANDREW C. BURNS TRUST	DE	OWNER	C	Control
BURNS QSST TRUST	DE	OWNER	C	Control
BURNS QSST TRUST	DE	OWNER	C	Control
BURNS QSST TRUST	DE	OWNER	C	Control
BURNS QSST TRUST	DE	OWNER	C	Control
BURNS QSST TRUST	DE	OWNER	C	Control
BURNS, ANDREW, C.	I	OWNER/TRUSTEE	C	Control
BURNS, ANDREW, C.	I	OWNER/TRUSTEE	C	Control
WOODS, RICHARD, SPEIGHT	I	CHIEF COMPLIANCE OFFICER	C	Control
WOODS, RICHARD, SPEIGHT	I	CHIEF COMPLIANCE OFFICER	C	Control
WOODS, RICHARD, SPEIGHT	I	CHIEF COMPLIANCE OFFICER	C	Control
WOODS, RICHARD, SPEIGHT	I	CHIEF COMPLIANCE OFFICER	C	Control
WOODS, RICHARD, SPEIGHT	I	CHIEF COMPLIANCE OFFICER	C	Control
WOODS, RICHARD, SPEIGHT	I	CHIEF COMPLIANCE OFFICER	C	Control
WOODS, RICHARD, SPEIGHT	I	CHIEF COMPLIANCE OFFICER	C	Control
WOODS, RICHARD, SPEIGHT	I	CHIEF COMPLIANCE OFFICER	C	Control
WOODS, RICHARD, SPEIGHT	I	CHIEF COMPLIANCE OFFICER	C	Control
WOODS, RICHARD, SPEIGHT	I	CHIEF COMPLIANCE OFFICER	C	Control
WOODS, RICHARD, SPEIGHT	I	CHIEF COMPLIANCE OFFICER	C	Control
WOODS, RICHARD, SPEIGHT	I	CHIEF COMPLIANCE OFFICER	C	Control
WOODS, RICHARD, SPEIGHT	I	CHIEF COMPLIANCE OFFICER	C	Control
WOODS, RICHARD, SPEIGHT	I	CHIEF COMPLIANCE OFFICER	C	Control
WOODS, RICHARD, SPEIGHT	I	CHIEF COMPLIANCE OFFICER	C	Control
BURNS, ANDREW, C.	I	OWNER	B	Control
BURNS, ANDREW, C.	I	OWNER	B	Control
ESBT FBO OWEN LEWIS BURNS U/A ANDREW CONOVER BURNS, SR. REVOCABLE TRUST	DE	OWNER	B
ESBT FBO OWEN LEWIS BURNS U/A ANDREW CONOVER BURNS, SR. REVOCABLE TRUST	DE	OWNER	B
THE WILTON GRAY BURNS HAMILTON POINT INVESTMENT ADVISORS TRUST	DE	OWNER	B
THE WILTON GRAY BURNS HAMILTON POINT INVESTMENT ADVISORS TRUST	DE	OWNER	B
WOODS, RICHARD, S.	I	CHIEF COMPLIANCE OFFICER	B	Control
BURNS, ANDREW, C.	I	OWNER	A	Control
BURNS, ANDREW, C.	I	OWNER	A	Control
BURNS, ANDREW, C.	I	OWNER	A	Control
BYRD, NATHAN, GUERRANT	I	DIRECTOR	A	Control
BYRD, NATHAN, GUERRANT	I	DIRECTOR	A	Control
ESBT FBO OWEN LEWIS BURNS U/A ANDREW CONOVER BURNS, SR. REVOCABLE TRUST	DE	OWNER	A
ESBT FBO OWEN LEWIS BURNS U/A ANDREW CONOVER BURNS, SR. REVOCABLE TRUST	DE	OWNER	A
ESBT FBO OWEN LEWIS BURNS U/A ANDREW CONOVER BURNS, SR. REVOCABLE TRUST	DE	OWNER	A
NELSON, KENNETH, CARL	I	CIO	A	Control
NELSON, KENNETH, CARL	I	CIO	A	Control
THE WILTON GRAY BURNS HAMILTON POINT INVESTMENT ADVISORS TRUST	DE	OWNER	A
THE WILTON GRAY BURNS HAMILTON POINT INVESTMENT ADVISORS TRUST	DE	OWNER	A
THE WILTON GRAY BURNS HAMILTON POINT INVESTMENT ADVISORS TRUST	DE	OWNER	A
WARDLAW, SHANNON, THOMAS	I	DIRECTOR	A	Control
WARDLAW, SHANNON, THOMAS	I	DIRECTOR	A	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
BURNS, ANDREW, C.	I	ESBT FBO OWEN LEWIS BURNS U/A ANDREW CONOVER BURNS, SR. REVOCABLE TRUST	F	Control
BURNS, ANDREW, C.	I	THE WILTON GRAY BURNS HAMILTON POINT INVESTMENT ADVISORS TRUST	F	Control
BURNS, ANDREW, C.	I	ESBT FBO OWEN LEWIS BURNS U/A ANDREW CONOVER BURNS, SR. REVOCABLE TRUST	F	Control
BURNS, ANDREW, C.	I	THE WILTON GRAY BURNS HAMILTON POINT INVESTMENT ADVISORS TRUST	F	Control
BURNS, ANDREW, C.	I	ESBT FBO OWEN LEWIS BURNS U/A ANDREW CONOVER BURNS, SR. REVOCABLE TRUST	F	Control
BURNS, ANDREW, C.	I	THE WILTON GRAY BURNS HAMILTON POINT INVESTMENT ADVISORS TRUST	F	Control
BURNS, ANDREW, C.	I	BURNS QSST TRUST	C	Control
BURNS, ANDREW, C.	I	BURNS QSST TRUST	C	Control
BURNS, ANDREW, C.	I	BURNS QSST TRUST	C	Control
BURNS, ANDREW, C.	I	BURNS QSST TRUST	C	Control

Registrations

Federal

Dec 1, 2025 REGISTERED

Notice Filings (9)

CA FL GA MA NC NY PA TX VA

Address

1450 ENVIRON WAY
CHAPEL HILL, NC 27517
United States

Phone: (919) 636-3765