Chief Executive Officer / Chief Compliance Officer · Hamilton Point Investment Advisors, LLC
Richard S. Woods
CRD 5378865 · 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 Richard S. Woods on its Form ADV as Chief Executive Officer / Chief Compliance Officer, a control person.
Firms and roles
- Hamilton Point Investment Advisors, LLCChief Executive Officer / Chief Compliance OfficerWealth manager · Chapel Hill, NC · $1.2B in regulatory assets
AtlasMembers
Richard’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
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings (6)
- Kenneth C. NelsonCIO, Hamilton Point Investment Advisors, LLC
- Nathan G. ByrdDirector, Hamilton Point Investment Advisors, LLC
- Andrew C. BurnsOwner, Hamilton Point Investment Advisors, LLC
- Shannon T. WardlawDirector, Hamilton Point Investment Advisors, LLC
- David C. StephanVice President, Hamilton Point Investment Advisors, LLC
1 more person named with Richard on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.