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Hampton Rock Wealth Management I, LLC

● SEC registered since 2024CRD 331682SEC# 801-130575Austin, TX
Export (members)
Reg. AUM
$142.1M
Employees
5
Accounts
123
Location
Austin, TX

Hampton Rock Wealth Management I, LLC assets under management

Hampton Rock Wealth Management I, LLC operates as an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2024. It reports $142.1 million in regulatory assets under management and employs 5 people.

Hampton Rock Wealth Management I, LLC owners & executives

4 reported
NameTitleOwnershipSince
David Alan Dodson ControlCo-Founder, Chief Compliance Officer, Cio50-75%2024
Johnswood, LLC ControlOwner25-50%2024
Stuart Laidlaw Brown ControlCeoUnder 5%2024
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Frequently asked questions

How much does Hampton Rock Wealth Management I, LLC manage?

Hampton Rock Wealth Management I, LLC reports $142.1 million in regulatory assets under management on its Form ADV.

How many employees does Hampton Rock Wealth Management I, LLC have?

Hampton Rock Wealth Management I, LLC reports 5 employees.

Where is Hampton Rock Wealth Management I, LLC located?

Hampton Rock Wealth Management I, LLC is based in Austin, TX and has been SEC-registered since 2024.

Does Hampton Rock Wealth Management I, LLC disclose fund performance?

Hampton Rock Wealth Management I, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7500 Rialto Boulevard, Building 1, Suite 122, Austin, TX 78735
Phone512-256-9272
Office hoursCall For Appointment
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$142.1M
Non-discretionary$0
Total (RAUM)$142.1M