Hamilton Point Investment Advisors

Hamilton Point builds concentrated portfolios of 25 to 40 individual stocks selected through bottom-up fundamental research. The firm targets companies with durable competitive advantages, strong free cash flow generation, and valuations below intrinsic worth. Portfolios are managed separately for each client rather than through pooled vehicles, allowing tax-loss harvesting at the position level.

No. The firm's strategies are limited to publicly traded equities and individual fixed-income securities. Hamilton Point does not allocate to private equity funds, hedge funds, venture capital, or structured products. It has not built an alternatives platform or formed feeder fund relationships.

The firm charges an asset-based advisory fee calculated as a percentage of assets under management. It does not receive commissions, 12b-1 fees, revenue-sharing payments from fund companies, or performance-based compensation. As an RIA, Hamilton Point has a fiduciary duty to act in its clients' best interests.

Richard S. Jones, the firm's President and Chief Investment Officer, leads portfolio management and investment research. R. Michael Barker contributes as Senior Vice President for Portfolio Management. The investment team is compact, and decisions are made collaboratively without a large committee structure.

While the firm is headquartered in Chapel Hill and draws many clients from North Carolina's Research Triangle, it serves families across the United States. Client relationships are built primarily through professional referrals from estate planning attorneys and CPAs rather than through national marketing or a multi-office footprint.