KEITH HAMILTON, INC.

KEITH HAMILTON, INC. of LA JOLLA, CA is an SEC-registered investment adviser (CRD 155865). Regulatory assets under management: $188.9M.

Registration

• CRD: 155865
• SEC file number: 801-113413
• Type: Registered investment adviser
• Location: 7979 IVANHOE AVE., STE 420, LA JOLLA, CA, 92037
• Phone: 858-551-1040
• Latest filing: 2026-03-23
• Regulatory AUM: $188.9M
• Discretionary AUM: $63.3M
• Non-discretionary AUM: $125.6M
• Clients: 5
• Accounts: 395

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155865 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search