|
⚲
|
| Hampel Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 300246 |
| SEC # | 801-135175 |
| CIK # | |
| AUM | $110.1 M (2026-03-27) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 704-517-5312 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 4.1 |
| (b) Individuals (high net worth individuals) | 28 | 90.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 11.3 |
| (h) Charitable organizations | 5 | 4.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 96 | 110.1 |
| By Discretionary | ||
| Discretionary | 96 | 110.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 96 | 110.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.1 | |
| Total | 96 | 110.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Armour Wealth Advisors LLC
✚
|
WA | 0.1 |
|
Generouswealth LLC
✚
|
SC | 0.1 |
|
Crystal View Capital LLC
✚
|
MI | 0.1 |
|
Charles River Wealth Management LLC
✚
|
MA | 0.1 |
|
Investable Wealth LLC
✚
|
0.1 | |
|
Werlemann Securities LLC
✚
|
CA | 0.1 |
|
Hunt Wealth Management Group Inc
✚
|
CA | 0.1 |
|
Oldfield Wealth Partners LLC
✚
|
ME | 0.1 |
|
MD Wealth Management LLC
✚
|
MI | 0.1 |
|
Renaissance Wealth Advisors LLC
✚
|
MA | 0.1 |