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Hamilton Point Investment Advisors, LLC

SEC Registered
Chapel Hill, NC(919) 636-3765
Assets Under Management
$1B–$5B
Office Locations
2 offices
Total Accounts
885

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Leadership

Andrew Conover Burns
MANAGING MEMBER
Richard Speight Woods
CHIEF COMPLIANCE OFFICER

Office locations

2 offices in 2 states
NC
Chapel HillHQ
TX
Austin

Advisors at this firm

7 advisors in the directory

Regulatory & compliance

CRD number
#144534
SEC Number
801-68186
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM
Minimum: $1,000,000 (waivable)
Asset tierAnnual rate
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%

Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Hamilton Point Investment Advisors, LLC 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 the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Hamilton Point Investment Advisors in Chapel Hill, NC