# Hamel Associates

Hamel Associates is a Bank / Wealth / Trust based in Center Valley, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Center Valley, United States
- **Region:** North America
- **Address:** Chatham, NJ, United States
- **Founded:** 1990
- **Assets under management:** Undisclosed
- **Website:** hamelassociatesinc.com
- **LinkedIn:** https://www.linkedin.com/company/hamel-associates-inc-

## Regulatory record

- **CRD number:** 107128
- **SEC file number:** 801-37636
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/107128

## About

Founded in 1990, Hamel Associates is an independently operated registered investment adviser based in Chatham, New Jersey. The firm was established to provide integrated wealth management and financial planning to a focused client base composed primarily of individuals, high-net-worth families, and foundations. The firm delivers portfolio management across publicly traded equities and fixed-income securities, augmented by bespoke financial planning and advisory services. Unlike multi-family offices or institutional allocators that diversify into private markets, Hamel Associates appears to concentrate on liquid, transparent asset classes appropriate for taxable individual and trust accounts. The practice's size and mandate typically imply a reliance on separately managed accounts and access to no-load mutual funds or ETFs, although specific platform relationships and manager selections are not disclosed publicly. Geographic focus remains local, serving clients primarily in the tri-state area of New Jersey, New York, and Connecticut. Operational details such as total assets under management, number of professionals, and named principals are not published by the firm, which is consistent with smaller registered investment advisers that do not actively market to institutional channels. The firm is registered with the SEC, a disclosure that met the regulatory threshold for interstate advisory activity but continues to mask its precise size from public view. In September 2024, its SEC Form ADV remained the primary source for confirming its existence and regulatory standing, although the firm's latest filing does not publicly break out AUM in detail beyond its regulatory classification. The firm's architecture as a boutique planner-manager represents a structural middle ground between a pure financial planner and a full-scale family office. By combining portfolio implementation with planning under one fee structure, Hamel Associates competes with larger wealth management aggregators on the basis of local presence and advisor continuity. Its governance and succession structure remain private, a common posture among owner-operated RIAs that have not announced an external sale, merger, or next-generation leadership transition.

## Sectors

- Financial Services

## Related profiles

- [Hamden Employees' Retirement Plan](https://altss.com/profile/hamden-employees-retirement-plan)
- [Hamilton Capital Partners](https://altss.com/profile/hamilton-capital-partners)

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Last updated: 2026-08-11T02:43:31.692Z

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