Tracy Davies
Hamilton Point Investment Advisors · Chapel Hill, North Carolina
Tracy Davies is a fee-only financial advisor at Hamilton Point Investment Advisors in Chapel Hill, North Carolina, who holds the CFP 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 | CFP |
| SEC registration | Investment adviser representative in NC · CRD 5166755 |
| Exams passed | Series 66 (2008) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | hamiltonpoint.com |
| Profile |
How Tracy'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 Tracy
Is Tracy Davies a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tracy 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 Tracy charge for financial advice?
Tracy's firm, Hamilton Point Investment Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Tracy Davies based?
Tracy Davies is based in Chapel Hill, North Carolina.
What credentials does Tracy Davies hold?
Tracy Davies holds the CFP credential.
Is Tracy Davies registered with the SEC?
Yes. Tracy Davies is registered as an investment adviser representative in NC (CRD 5166755), 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 Tracy Davies?
Through Tracy'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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