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Keith Hamilton, Inc.

● SEC registered since 2018CRD 155865SEC# 801-113413La Jolla, CA
Export (members)
Reg. AUM
$167.3M
Employees
5
Accounts
395
Location
La Jolla, CA

Keith Hamilton, Inc. assets under management

Keith Hamilton, Inc. is an investment advisory firm registered with the SEC based in La Jolla, CA. The firm has been registered since 2018. It reports $167.3 million in regulatory assets under management and employs 5 people.
khamiltonandassociates.comView on SEC.gov ↗

Keith Hamilton, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Keith Edward Hamilton ControlPresident / CeoOver 75%2009
Nathan Allen Manor ControlChief Compliance OfficerUnder 5%2021

Frequently asked questions

How much does Keith Hamilton, Inc. manage?

Keith Hamilton, Inc. reports $167.3 million in regulatory assets under management on its Form ADV.

How many employees does Keith Hamilton, Inc. have?

Keith Hamilton, Inc. reports 5 employees.

Where is Keith Hamilton, Inc. located?

Keith Hamilton, Inc. is based in La Jolla, CA and has been SEC-registered since 2018.

Does Keith Hamilton, Inc. disclose fund performance?

Keith Hamilton, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7979 Ivanhoe Ave., Ste 420, La Jolla, CA 92037
Phone858-551-1040
Fax858-456-2739
Office hours8:30 - 4:00
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$45.8M
Non-discretionary$121.5M
Total (RAUM)$167.3M