Kenneth Carl Nelson
Investment adviser representative at Hamilton Point Investment Advisors, LLC
17 yearsExperience
1 stateRegistered in
$1.2BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Hamilton Point Investment Advisors, LLCFeb 2020 to now
- Hamilton Point Investment AdvisersOct 2019 to now
- Admiral Capital GroupJan 2019 to Oct 2019
- Driehaus Capital ManagementFeb 2009 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (NC).
Hamilton Point Investment Advisors, LLC
$1.2BAssets managed
266Clients
7Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3225728
- Firm CRD
- 144534