David Stephan
Hamilton Point Investment Advisors · Chapel Hill, North Carolina
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.
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Facts
| Firm | Hamilton Point Investment Advisors |
|---|---|
| Based in | Chapel Hill, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.21B across 885 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NC · CRD 7130118 |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | hamiltonpoint.com |
How David's firm compares
- Hamilton Point Investment Advisors's average account is about $1.4 million, from its Form ADV (assets managed divided by 885 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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