# HAMILTON POINT INVESTMENT ADVISORS, LLC

HAMILTON POINT INVESTMENT ADVISORS, LLC of CHAPEL HILL, NC is an SEC-registered investment adviser.

## Registration

- CRD: 144534
- Type: SEC-registered investment adviser
- SEC file number: 801-68186
- Location: 1450 ENVIRON WAY, CHAPEL HILL, NC, 27517
- Phone: (919) 636-3765
- Latest filing: 2026-03-18
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.2B
- Clients: 12
- Accounts: 885

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Richard Speight Woods | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | — |
| Kenneth Carl Nelson | CIO | — |
| Nathan Guerrant Byrd | DIRECTOR | — |
| Andrew C Burns | OWNER; TRUSTEE | — |
| Shannon Thomas Wardlaw | DIRECTOR | — |
| David Charles Stephan | VICE PRESIDENT | — |
| Megan Elaine Tarrant | VICE PRESIDENT | — |
| BURNS ANDREW CONOVER | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | — |
| BURNS JAMES C | OWNER; OWNER/TRUSTEE; TRUSTEE | — |
| WOODS RICHARD SPEIGHT | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | — |
| WOODS RICHARD S | CHIEF COMPLIANCE OFFICER | — |
| NELSON KENNETH CARL | CIO | — |
| BYRD NATHAN GUERRANT | DIRECTOR | — |
| WARDLAW SHANNON THOMAS | DIRECTOR | — |
| Stephan David Charles | VICE PRESIDENT | — |
| Andrew C. Burns | OWNER; TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/144534/brochure
- Similar advisers: https://search.stillhousedata.com/firm/144534/similar
- Related entities: https://search.stillhousedata.com/firm/144534/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/144534

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.