Hamilton Point Investment Advisors, Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 266
- Avg AUM / client
- $4.6M
- Accounts
- 885
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 36 | $13.2M | 1.09% |
| High net worth individuals | 203 | $894M | 73.8% |
| Pension and profit sharing plans | 1 | $4.5M | 0.37% |
| Charitable organizations | 21 | $274M | 22.6% |
| Corporations and other businesses | 5 | $25.8M | 2.13% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard Speight Woods | Chief Executive Officer / Chief Compliance Officer | CFA | Jun 2007 (19y) | 50% – 75% |
| Nathan Guerrant Byrd | Director | CFP CFA | Mar 2013 (13y) | Less than 5% |
| David Charles Stephan | Vice President | CFA | Jun 2019 (7y) | Less than 5% |
| Kenneth Carl Nelson | Cio | Feb 2020 (7y) | Less than 5% | |
| Shannon Thomas Wardlaw | Director | CFP | Nov 2021 (5y) | Less than 5% |
| Burns, Andrew, C. | Owner | Nov 2022 (4y) | 5% – 10% | |
| Tracy Ryan Davies | Registered representative | CFP | Jul 2020 (6y) | |
| Marci Piddington Hansen | Registered representative | Jan 2025 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Esbt Fbo Owen Lewis Burns U/A Andrew Conover Burns, Sr. Revocable Trust | Owner | Nov 2022 | A | 5% – 10% |
| The Wilton Gray Burns Hamilton Point Investment Advisors Trust | Owner | Nov 2022 | A | 5% – 10% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Fidelity Brokerage Services $1.1B (92% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗