What Hamilton Point Investment Advisors does

Hamilton Point Investment Advisors is a privately owned, fee-only Registered Investment Advisor founded in 2007 and headquartered in Chapel Hill, North Carolina, with a secondary office in Austin, Texas. The firm provides discretionary investment management and integrated financial planning to high-net-worth individuals, wealthy families, business owners, and nonprofit organizations across 26 states, managing approximately $1.2 billion in assets under management as of December 31, 2025. The core product combines in-house equity and fixed income research with separately managed accounts held at Fidelity or Schwab, supported by proprietary quarterly reporting and a long-running market insights newsletter.

The firm operates a high-touch, relationship-based delivery model where credentialed advisors (three CFAs, three CFPs, one CPWA, and five MBAs) serve as investment professionals rather than commissioned salespeople. Client engagement combines annual or semi-annual portfolio reviews with two digital platforms: an eMoney-powered Planning Dashboard for budgeting and goal tracking and an Addepar-powered Portfolio Reporting portal for statements and performance analysis. The team structure includes a President and CEO (Rick Woods, CFA, CPWA), a Chief Investment Officer (K.C. Nelson), and a layered bench of Directors, Vice Presidents, Associate Vice Presidents, and Managers.

The business model is a recurring, AUM-based fee structure with no commissions or product sales. Annual management fees range from 0.50% on accounts over $20 million and 0.60% on $5-20 million accounts to 0.80-1.00% on accounts under $5 million, with financial planning included for every client at no additional cost. Principals invest alongside clients in the same securities, reinforcing the firm's fiduciary positioning and alignment of interests.

Name

Hamilton Point Investment Advisors

Legal name

Hamilton Point Investment Advisors, LLC

Website

https://hamiltonpoint.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Wealth Management and Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industries

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC), Target-Risk / Risk-Profile Model Portfolios (FSAAAJAD)

Keywords

• Investment advisory
• Wealth management
• Financial planning
• Asset management
• Portfolio management

Headquarters

HQ city

Chapel Hill

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Management Fees: Fee-only investment advisory model based on percentage of assets under management (AUM). No product sales or commissions. Annual management fees range from 0.50% to 1.00% depending on account size, with lower rates for larger accounts.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Hamilton Point Investment Advisors provides discretionary investment management and integrated financial planning to high-net-worth individuals, families, business owners, and nonprofit organizations. Portfolios are constructed through in-house research focused on quality companies and sensible valuations, typically as balanced stock-and-bond accounts with customized asset allocation. Full-service financial planning covering tax minimization, estate, and retirement planning is included for every client, delivered through direct relationships with credentialed advisors supported by eMoney and Addepar platforms.

Product overview

Hamilton Point Investment Advisors offers a unified wealth management platform combining discretionary investment management and integrated financial planning services. The core offering centers on in-house researched investment portfolios (balanced, equity-only, or fixed income strategies) paired with comprehensive financial planning. Client engagement is delivered through two integrated digital platforms: a Planning Dashboard powered by eMoney for financial planning and goal tracking, and Portfolio Reporting via Addepar for portfolio details and statements. Supplementary services include Quarterly Reporting Packages and a proprietary Market Insights Newsletter, all coordinated with tax and estate planning needs.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Services Discretionary investment management for individuals, families, business owners, and nonprofit organizations. Builds balanced accounts combining stocks and bonds with varying equity exposure, or exclusively equities or fixed income when appropriate, using in-house research focused on quality companies, sound fundamentals, and sensible valuations. Accounts are customized at the asset allocation level and held in separate accounts at qualified custodians.
• Financial Planning Full-service financial planning included for every client, covering tax minimization, complex estate and retirement planning, legacy strategies, and charitable giving, coordinated with the client's investment strategy. Also includes consulting on investment and spending policies for nonprofit clients.
• Planning Dashboard (eMoney) Client-facing financial planning platform accessed through Hamilton Point's Client Access portal, providing budgeting, financial planning, and goal tracking functionality powered by eMoney.
• Portfolio Reporting (Addepar) Client-facing portfolio reporting and statement access platform integrated within the Client Access portal, powered by Addepar for portfolio details, reporting, and statements.
• Market Insights Newsletter Proprietary newsletter covering macroeconomics, stock valuation, quality investing, and market commentary, published regularly for over 20 years and delivered to clients and prospects.

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Partnerships

Four partnerships are on record, tiered core and supporting.

• FidelitycoreOthersCustodian for client assets. Investments are held primarily at Fidelity in separate accounts in each client's name. Hamilton Point does not take custody of client assets.
• SchwabcoreOthersAlternative custodian for client assets. Investments are also held at Schwab in separate accounts. Other custodians considered on a case-by-case basis.
• eMoneysupportingTechnology or IntegrationFinancial planning platform provider used for client financial planning, budgeting, and goal tracking through the Planning Dashboard.
• AddeparsupportingTechnology or IntegrationPortfolio reporting platform used for client portfolio details, reporting, and statements through the Portfolio Reporting portal.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Mariner Wealth Advisors: Independent RIA providing comprehensive wealth advisory, investment management, and financial planning to HNW clients and families — directly comparable boutique-to-mid-market competitor with a similar service model.
• Creative Planning: Fee-only RIA delivering wealth management, investment advisory, and financial planning to individuals, families, and business owners — overlapping client base and service breadth with Hamilton Point.
• Carson Group: RIA serving financial advisors and their HNW clients with investment management and practice management support — comparable client segment and fee-based advisory model.
• Pure Financial Advisors: Fee-only RIA providing investment management and financial planning with a fiduciary, in-house research-driven approach for individuals and families — comparable service model and target client.
• Buckingham Strategic Wealth: Fee-only RIA providing investment management and financial planning for HNW individuals and families with an evidence-based, in-house research approach akin to Hamilton Point's quality-research philosophy.
• Mercer Advisors: Large national RIA offering discretionary wealth management and financial planning to HNW individuals and families on a fee-only basis, overlapping directly with Hamilton Point's core HNW advisory offering.
• Homrich Berg: Privately held fee-only RIA offering personalized wealth management, investment advisory, and financial planning to HNW individuals, families, and institutions — closely aligned with Hamilton Point's boutique fiduciary model.
• Moneta Group: Independent, fee-only RIA serving HNW families and business owners with investment management, financial planning, and wealth advisory services — directly comparable target market and offering.

Broad incumbents

• Raymond James: Diversified financial services firm with a large private client group offering wealth and investment management to HNW clients — overlapping client base but with broader product and commission-driven business alongside advisory.
• Edelman Financial Engines: Large national RIA serving HNW and mass-affluent investors with investment advisory and financial planning services — broader scale and more diversified delivery model, but overlapping client segments.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/hamilton-point-investment-advisors
• Xx.com/hamiltonpoint

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Hamilton Point Investment Advisors