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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

HAMILTON POINT INVESTMENT ADVISORS, LLC

CRD 144534

CHAPEL HILL, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5da45fcb-6aa3-7479-5829-7d4047f18033

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 5
On other graphs: 0
Observed: Mar 21, 2012 to Mar 18, 2026
26 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.75 fund_share=0.0 institutional_share=0.23 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $907MderivedItem 5.D individuals plus high net worth individuals
Private client share: 75%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $173Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 885
Individual clients: 36
High net worth clients: 203
Custody, client assets: $80.7M
SEC number: 801-68186
CRD: 144534
Filings on the tape: 26
First filed: Mar 21, 2012
Latest filed: Mar 18, 2026
Organised: Limited Liability Company, NC

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RICHARD SPEIGHT WOODS	Chartered Financial Analyst	CHAPEL HILL, NC	19	19	n/a	no
NATHAN GUERRANT BYRD	Certified Financial Planner\|Chartered Financial Analyst	CHAPEL HILL, NC	13	13	1	no
David Charles Stephan	Chartered Financial Analyst	CHAPEL HILL, NC	7	13	n/a	no
KENNETH CARL NELSON	n/a	CHAPEL HILL, NC	6	25	n/a	no
TRACY RYAN DAVIES	Certified Financial Planner	CHAPEL HILL, NC	6	18	3	no
SHANNON THOMAS WARDLAW	Certified Financial Planner	Austin, TX \| CHAPEL HILL, NC	4	27	n/a	no
MARCI PIDDINGTON HANSEN	n/a	CHAPEL HILL, NC	1	22	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BURNS, ANDREW, C.	Owner	A	yes	11/2022	Mar 18, 2026	Mar 18, 2026
BYRD, NATHAN, GUERRANT	Director	A	yes	11/2021	Mar 18, 2026	Mar 18, 2026
NELSON, KENNETH, CARL	Cio	A	yes	11/2021	Mar 18, 2026	Mar 18, 2026
WARDLAW, SHANNON, THOMAS	Director	A	yes	11/2022	Mar 18, 2026	Mar 18, 2026
BURNS, ANDREW, C.	Trustee	F	yes	11/2022	Dec 8, 2020	Mar 20, 2024
BURNS, ANDREW, C.	Trustee	F	yes	11/2022	Dec 8, 2020	Mar 20, 2024
WOODS, RICHARD, SPEIGHT	CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER	D	yes	06/2007	Mar 21, 2012	Mar 20, 2024
Stephan, David, Charles	VICE PRESIDENT	Na	no	11/2022	Mar 18, 2026	Mar 18, 2026
Tarrant, Megan, Elaine	VICE PRESIDENT	Na	no	11/2024	Mar 18, 2026	Mar 18, 2026
ESBT FBO OWEN LEWIS BURNS U/A ANDREW CONOVER BURNS, SR. REVOCABLE TRUST	Owner	A	no	11/2022	Mar 23, 2023	Mar 20, 2024
THE WILTON GRAY BURNS HAMILTON POINT INVESTMENT ADVISORS TRUST	Owner	A	no	11/2022	Mar 23, 2023	Mar 20, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Austin	TX	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$1.2B	$1.2B	12	7	1	n/a	n/a
2024	Mar 20, 2025	$1.1B	$1.1B	10	8	1	n/a	n/a
2023	Mar 20, 2024	$935M	$935M	11	8	1	n/a	n/a
2022	Mar 23, 2023	$793M	$793M	9	7	1	n/a	n/a
2021	Mar 28, 2022	$756M	$756M	9	7	1	n/a	n/a
2020	Mar 16, 2021	$639M	$639M	7	6	0	n/a	n/a
2019	Mar 25, 2020	$525M	$525M	7	5	0	n/a	n/a
2018	Mar 25, 2019	$460M	$460M	6	4	0	n/a	n/a
2017	Mar 16, 2018	$405M	$405M	7	5	0	n/a	n/a
2016	Mar 10, 2017	$354M	$354M	7	4	n/a	n/a	n/a
2015	Mar 4, 2016	$304M	$304M	6	4	n/a	n/a	n/a
2014	Mar 20, 2015	$249M	$249M	5	4	n/a	n/a	n/a
2013	Mar 26, 2014	$219M	$219M	5	4	n/a	n/a	n/a
2012	Mar 8, 2013	$202M	$202M	5	4	n/a	n/a	n/a
2011	Mar 21, 2012	$151M	$151M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.2B	$1.1B	13.7%	$793M	15.2%	12	10	1	1

Relationships

Registered with (8)

← MARCI PIDDINGTON HANSENAdvisorregistration: current employment
Jan 10, 2025 to presentfactForm ADV
← SHANNON THOMAS WARDLAWAdvisorregistration: current employment
Nov 18, 2021 to presentfactForm ADV
← TRACY RYAN DAVIESAdvisorregistration: previous registration
Jan 31, 2018 to Jan 29, 2019factForm ADV
← KENNETH CARL NELSONAdvisorregistration: current employment
Feb 3, 2020 to presentfactForm ADV
← David Charles StephanAdvisorregistration: current employment
Jun 6, 2019 to presentfactForm ADV
← NATHAN GUERRANT BYRDAdvisorregistration: current employment
Mar 4, 2013 to presentfactForm ADV
← RICHARD SPEIGHT WOODSAdvisorregistration: current employment
Aug 21, 2007 to presentfactForm ADV
← CURTIS RANDALL BYRDAdvisorregistration: previous registration
May 12, 2023 to Sep 20, 2024factForm ADV

Owns (4)

← WARDLAW, SHANNON, THOMASOwnerDIRECTOR, ownership code NA, individual
Mar 23, 2023 to Mar 20, 2024factForm ADV
← Stephan, David, CharlesOwnerVICE PRESIDENT, ownership code NA, individual
Mar 23, 2023 to Mar 20, 2024factForm ADV
← ESBT FBO OWEN LEWIS BURNS U/A ANDREW CONOVER BURNS, SR. REVOCABLE TRUSTOwnerOWNER, ownership code A, domestic entity
Mar 23, 2023 to Mar 20, 2024factForm ADV
← THE WILTON GRAY BURNS HAMILTON POINT INVESTMENT ADVISORS TRUSTOwnerOWNER, ownership code A, domestic entity
Mar 23, 2023 to Mar 20, 2024factForm ADV

Controls (4)

← NELSON, KENNETH, CARLOwnerCIO, ownership code NA, individual
Mar 28, 2022 to Mar 20, 2024factForm ADV
← WOODS, RICHARD, SPEIGHTOwnerCHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 21, 2012 to Mar 20, 2024factForm ADV
← BYRD, NATHAN, GUERRANTOwnerDIRECTOR, ownership code NA, individual
Mar 28, 2022 to Mar 20, 2024factForm ADV
← BURNS, ANDREW, C.OwnerTRUSTEE, ownership code F, individual
Dec 8, 2020 to Mar 20, 2024factForm ADV

Dated events

Occurred
Sep 20, 2024
Advisor changed firm
Curtis Randall Byrd left Hamilton Point Investment Advisors, Llc for Onyx Wealth Management, Llc (registered 2024-09-20)
Form ADVobserved 6 days ago
Occurred
Mar 28, 2022
Control person joined
Carl Kenneth Nelson (Cio) appeared on Schedule A of Hamilton Point Investment Advisors, Llc
Form ADVobserved 6 days ago
Occurred
Mar 28, 2022
Control person joined
Guerrant Nathan Byrd (Director) appeared on Schedule A of Hamilton Point Investment Advisors, Llc
Form ADVobserved 6 days ago
Occurred
Dec 8, 2020
Control person left
Conover Andrew Burns (Managing Member) no longer on Schedule A of Hamilton Point Investment Advisors, Llc (listed 2020-06-26, absent 2020-12-08)
Form ADVobserved 6 days ago
Occurred
Dec 8, 2020
Control person joined
C. Andrew Burns (Owner/Trustee) appeared on Schedule A of Hamilton Point Investment Advisors, Llc
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5da45fcb-6aa3-7479-5829-7d4047f18033
First observed: Mar 21, 2012
Last observed: Mar 18, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HAMILTON POINT INVESTMENT ADVISORS, LLC

CRD 144534

CHAPEL HILL, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5da45fcb-6aa3-7479-5829-7d4047f18033

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:44 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RICHARD SPEIGHT WOODS

Chartered Financial Analyst

CHAPEL HILL, NC

n/a

NATHAN GUERRANT BYRD

Certified Financial Planner|Chartered Financial Analyst

CHAPEL HILL, NC

David Charles Stephan

Chartered Financial Analyst

CHAPEL HILL, NC

n/a

KENNETH CARL NELSON

n/a

CHAPEL HILL, NC

n/a

TRACY RYAN DAVIES

Certified Financial Planner

CHAPEL HILL, NC

SHANNON THOMAS WARDLAW

Certified Financial Planner

Austin, TX | CHAPEL HILL, NC

n/a

MARCI PIDDINGTON HANSEN

n/a

CHAPEL HILL, NC

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BURNS, ANDREW, C.

Owner

yes

11/2022

Mar 18, 2026

BYRD, NATHAN, GUERRANT

Director

yes

11/2021

Mar 18, 2026

NELSON, KENNETH, CARL

Cio

yes

11/2021

Mar 18, 2026

WARDLAW, SHANNON, THOMAS

Director

yes

11/2022

Mar 18, 2026

BURNS, ANDREW, C.

Trustee

yes

11/2022

Dec 8, 2020

Mar 20, 2024

BURNS, ANDREW, C.

Trustee

yes

11/2022

Dec 8, 2020

Mar 20, 2024

WOODS, RICHARD, SPEIGHT

CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER

yes

06/2007

Mar 21, 2012

Mar 20, 2024

Stephan, David, Charles

VICE PRESIDENT

11/2022

Mar 18, 2026

Tarrant, Megan, Elaine

VICE PRESIDENT

11/2024

Mar 18, 2026

ESBT FBO OWEN LEWIS BURNS U/A ANDREW CONOVER BURNS, SR. REVOCABLE TRUST

Owner

11/2022

Mar 23, 2023

Mar 20, 2024

THE WILTON GRAY BURNS HAMILTON POINT INVESTMENT ADVISORS TRUST

Owner

11/2022

Mar 23, 2023

Mar 20, 2024

City

State

Country

Employees

Also broker-dealer

Austin

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$1.2B

n/a

2024

Mar 20, 2025

$1.1B

n/a

2023

Mar 20, 2024

$935M

n/a

2022

Mar 23, 2023

$793M

n/a

2021

Mar 28, 2022

$756M

n/a

2020

Mar 16, 2021

$639M

n/a

2019

Mar 25, 2020

$525M

n/a

2018

Mar 25, 2019

$460M

n/a

2017

Mar 16, 2018

$405M

n/a

2016

Mar 10, 2017

$354M

n/a

2015

Mar 4, 2016

$304M

n/a

2014

Mar 20, 2015

$249M

n/a

2013

Mar 26, 2014

$219M

n/a

2012

Mar 8, 2013

$202M

n/a

2011

Mar 21, 2012

$151M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$1.1B

13.7%

$793M

15.2%