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David Charles Stephan

Hamilton Point Investment Advisors, LLC

Chapel Hill, NC

CRD 7130118

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Employer firm

Hamilton Point Investment Advisors, LLC CRD 144534

$1.21B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Hamilton Point Investment Advisors, Llc

1450 Environ Way, Chapel Hill, NC 27517 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2019-06-06
  • NC RA
    APPROVED
    Since 2019-06-06

Branch Locations

1450 Environ Way, Chapel Hill, NC 27517 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hamilton Point Investment Advisors Chapel Hill NC 09/2013 Present
  • 09/2013 → Present
    Hamilton Point Investment Advisors
    Chapel Hill, NC
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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