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| Hamel Associates Inc
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|---|---|
| CRD # | 107128 |
| SEC # | 801-37636 |
| CIK # | 0001599760 |
| AUM | 548.3 M (2026-03-25) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 973-665-1400 |
| Address | 3477 Corporate Parkway Center Valley, PA 18034 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001599760 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wal Mart Stores Inc | 17.4 | ||
| Johnson & Johnson | 16.0 | ||
| Apple Inc | 15.9 | ||
| Alphabet Inc | 14.3 | ||
| Conocophillips | 12.2 | ||
| Ace Ltd | 11.8 | ||
| Merck & Co Inc | 11.2 | ||
| Chevron Corp | 9.5 | ||
| Procter & Gamble Co | 8.2 | ||
| Microsoft Corp | 7.8 | ||
| Illinois Tool Works Inc | 7.6 | ||
| SPDR Gold Trust | 7.6 | ||
| Coca Cola Co | 7.4 | ||
| Amgen Inc | 7.1 | ||
| McDonalds Corp | 6.4 | ||
| Honeywell International Inc | 6.3 | ||
| Novartis AG | 6.2 | ||
| Consolidated Edison Inc | 5.9 | ||
| Lockheed Martin Corp | 5.6 | ||
| Union Pacific Corp | 5.4 | ||
| Hershey Co | 4.9 | ||
| AbbVie Inc | 4.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 17.0 |
| (b) Individuals (high net worth individuals) | 68 | 507.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 24.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 238 | 548.3 |
| By Discretionary | ||
| Discretionary | 235 | 482.0 |
| Non-Discretionary | 3 | 66.3 |
| Total | 238 | 548.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 95.5 | |
| United States Persons | 452.8 | |
| Total | 238 | 548.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001599760] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Miramar Capital LLC
✚
|
IL | 550.3 M |
|
Napier Financial LLC
✚
|
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|
Pinnacle Wealth Advisors LLC
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OR | 549.7 M |
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Harvest Investment Consultants LLC
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MD | 549.0 M |
|
Stiles Financial Services Incorporated
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MN | 548.7 M |
|
May Hill Capital LLC
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MA | 548.6 M |
|
CRUX Wealth Advisors
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|
CA | 547.7 M |
|
Hutchens & Kramer Investment Management Group LLC
✚
|
IN | 546.8 M |
|
Byrne Financial Freedom LLC
✚
|
MA | 546.4 M |
|
MACH-1 Financial Group LLC
✚
|
AR | 546.3 M |