# David Stephan

> David Stephan is a fee-only financial advisor at Hamilton Point Investment Advisors in Chapel Hill, North Carolina, who holds the CFA credential. Hamilton Point Investment Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/david-stephan/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Hamilton Point Investment Advisors
- **Based in:** Chapel Hill, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $1.21B across 885 accounts
- **Credentials:** CFA
- **CRD:** 7130118 (https://adviserinfo.sec.gov/individual/summary/7130118)
- **SEC registration:** Investment adviser representative in NC
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://hamiltonpoint.com/

## Frequently asked questions

### Is David Stephan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Hamilton Point Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Hamilton Point Investment Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is David Stephan based?

David Stephan is based in Chapel Hill, North Carolina.

### What credentials does David Stephan hold?

David Stephan holds the CFA credential.

### Is David Stephan registered with the SEC?

Yes. David Stephan is registered as an investment adviser representative in NC (CRD 7130118), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Hamilton Point Investment Advisors manage?

Hamilton Point Investment Advisors reports $1.21B across 885 accounts in assets under management.

### How do I contact David Stephan?

Through David's website, hamiltonpoint.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7130118): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.