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CIO · Hamilton Point Investment Advisors, LLC

Kenneth C. Nelson

CRD 3225728 · Named on Form ADV at one SEC-registered adviser

At a glance

Hamilton Point Investment Advisors, LLC, an SEC-registered wealth manager based in Chapel Hill, NC with $1.2 billion in regulatory assets, lists Kenneth C. Nelson on its Form ADV as CIO, a control person.

Firms and roles

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Kenneth’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Kenneth on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kenneth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.