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Kenneth Carl Nelson

Hamilton Point Investment Advisors, LLC

Chapel Hill, NC

CRD 3225728

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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 2020-02-03
  • NC RA
    APPROVED
    Since 2020-02-03

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 Advisers Chapel Hill NC 10/2019 Present
Driehaus Capital Management Chicago IL 02/2009 10/2018
Admiral Capital Group New York NY 01/2019 10/2019
  • 10/2019 → Present
    Hamilton Point Investment Advisers
    Chapel Hill, NC
  • 02/2009 → 10/2018
    Driehaus Capital Management
    Chicago, IL
  • 01/2019 → 10/2019
    Admiral Capital Group
    New York, NY
Other Businesses

CorePower Yoga. Not investment related. 1800 E Franklin St #5, Chapel Hill, NC 27514. CorePower Yoga is a yoga studio, where I am an instructor. Aug 2019 - Present. I work here ~10hrs/month. Tecmotiv LLC. Not investment related. 1500 James Ave, Niagara Falls, NY. Tecmotiv provides overhaul & repair services to military vehicles for the US government and our foreign allies. Member of the Board of Directors - provide strategic advice to the Company. July 2019 - Present. I help Tecmotiv on average ~8hrs/month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-16
S63 Uniform Securities Agent State Law Examination 2001-04-02
  • S65 Uniform Investment Adviser Law Examination
    2020-01-16
  • S63 Uniform Securities Agent State Law Examination
    2001-04-02
Other Names
  • K.C. Nelson

View on SEC IAPD

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