Wealth manager, independent · Allentown, PA
Hamel Associates,inc.
Hamel Associates Inc · SEC-registered investment adviser · CRD 107128 · SEC 801-37636
At a glance
Hamel Associates,inc. is an SEC-registered investment adviser based in Allentown, Pennsylvania, with $548 million in regulatory assets under management as of its Form ADV filed September 22, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 123 individual clients. By Form ADV it is a wealth manager, ranked 2,694th of 8,915 wealth managers and 7,458th of 17,210 SEC-registered advisers by assets.
Main office 835-282-2820hamelassociatesinc.comAs filed on Form ADV
- Regulatory AUM
- $548M
- Rank among wealth managers
- #2,694 of 8,915
- Rank among all SEC RIAs
- #7,458 of 17,210
- Rank in Pennsylvania
- #271 of 564
- Individual clients
- 123
- High-net-worth clients
- 68
- Accounts
- 238
- Discretionary
- 88% of AUM
- Employees
- 7
- Advisory staff
- 5
- Offices
- 3
Owners and executives on its Form ADV
- Pasquale C HamelPresident/chief Compliance Officer.
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 68 | $507M | 93% |
| Charitable organizations | 4 | $24M | 4% |
| Individuals | 55 | $17M | 3% |
Disciplinary disclosures
Hamel Associates,inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗hamelassociatesinc.com ↗
AtlasMembers
The full record on Hamel Associates,inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 5,199 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Hamel Associates,inc. manage?
Hamel Associates,inc. reports $548 million in regulatory assets under management across 238 accounts, 88% of it on a discretionary basis, on its Form ADV filed September 22, 2026.
What kind of firm is Hamel Associates,inc.?
Hamel Associates,inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Hamel Associates,inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($507 million, 68 clients); charitable organizations ($24 million, 4 clients); individuals ($17 million, 55 clients).
Does Hamel Associates,inc. have any disciplinary history?
Hamel Associates,inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Hamel Associates,inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-22), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →