Hamiton Joseph Advisors, LLC (Greenville)

Hamiton Joseph Advisors, LLC is a large advisory firm based in Greenville. It manages $225.53 million of regulatory assets for 91 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of South Carolina.

Hamiton Joseph Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hamiton Joseph Advisors: assets under management

The assets under management (AUM) of Hamiton Joseph Advisors, LLC is $225.53 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $38.31 million in discretionary accounts and $187.22 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $555.28 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $8.51 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hamiton Joseph Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hamiton Joseph Advisors, LLC

David Craig Dameron has been acting as President since 1 Feb 2006. Inc. Centillion Partners joined the executive team most recently as the Direct Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Craig Dameron	President/cco	1 Feb 2006	75% - 100%	1723224
Inc. Centillion Partners	Direct owner	1 Apr 2006	75% - 100%	20-4652883

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Allen Ray Gillespie	Shareholder	1 Apr 2006	25% - 50%	2513792
Charles Louis Norton	Shareholder	1 Apr 2006	25% - 50%	2780934
Kenneth Joseph Vilcheck	Shareholder	1 Apr 2006	25% - 50%	1257025
Philip Hamilton Brice	Shareholder	1 Apr 2006	25% - 50%	1019504

Based in Greenville

The principal office where Hamiton Joseph Advisors, LLC performs its advisory services is located at 125 The Parkway, Greenville, SC 29615, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 864-288-2849 or by fax 864-288-5218. The normal business hours are 9:30am - 4:30 pm on Monday - Friday.