# Hamilton Point Investment Advisors

Hamilton Point Investment Advisors is a Bank / Wealth / Trust based in Chapel Hill, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Chapel Hill, United States
- **Region:** North America
- **Address:** Chapel Hill, NC, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** hamiltonpoint.com
- **LinkedIn:** https://www.linkedin.com/company/hamilton-point-investment-advisors

## Regulatory record

- **CRD number:** 144534
- **SEC file number:** 801-68186
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144534

## About

Privately owned investment boutique managing $1B+ for individuals, families, and nonprofit organizations nationwide. The firm provides in-house research, customized portfolios, and full-service financial planning. Advisors hold advanced credentials such as CFA®, CFP®, and CPWA®, supported by experienced staff. Client experience emphasizes high-touch service combining time-tested advice with thoughtful technology adoption, plus coordinated support across tax, legal, and estate planning.

## People

- Richard S. Jones — President and Chief Investment Officer
- R. Michael Barker — Senior Vice President, Portfolio Management

## Questions

### How does Hamilton Point construct client equity portfolios?

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.

### Does Hamilton Point offer alternatives, private equity, or hedge fund access?

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.

### How is Hamilton Point compensated?

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.

### Who makes the investment decisions at Hamilton Point?

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.

### What is Hamilton Point's geographic client footprint?

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.

## Related profiles

- [Hamilton Capital Partners](https://altss.com/profile/hamilton-capital-partners)
- [Hamilton Wealth Partners](https://altss.com/profile/hamilton-wealth-partners)

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Last updated: 2026-08-11T15:06:57.816Z

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