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Director · Hamilton Point Investment Advisors, LLC

Shannon T. Wardlaw

CRD 3106033 · 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 Shannon T. Wardlaw on its Form ADV as Director, a control person.

Firms and roles

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Shannon’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 Shannon 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 Shannon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.