Tracy Ryan Davies
Investment Adviser Representative at Hamilton Point Investment Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Tracy Ryan Davies is an investment adviser representative with Hamilton Point Investment Advisors, LLC in Chapel Hill, NC, where they have been registered since 2020. They have worked in the securities industry since 2011 and have been registered with 3 firms, including UBS Financial Services Inc. and Morgan Stanley & Co. Incorporated. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 31 (managed futures). They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Hamilton Point Investment Advisors, LLCJan 2017 – Jan 2019Chapel Hill, NC
- UnemployedJan 2016 – Jan 2017Chapel Hill, NC
- UnemployedJan 2019 – Jun 2020Darien, CT
- Hamilton Point Investment Advisors, LLCJun 2020 – no end date reportedChapel Hill, NC
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Hamilton Point Investment Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $1,000,000 (waivable)
- First $1,000,000 (portfolios $5M or less)1.00%
- Next $4,000,000 (portfolios $5M or less)0.75%
- Up to $20,000,000 (portfolios greater than $5M)0.60%
- Greater than $20,000,0000.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Chapel Hill, NC
- SEC file number:
- 801-68186
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 18, 2026
View full firm profileOther advisors at Hamilton Point Investment Advisors, LLC
6 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Tracy Ryan Davies has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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