|
⚲
|
| Hampton Rock Wealth Management I LLC
✚
|
|
|---|---|
| CRD # | 331682 |
| SEC # | 801-130575 |
| CIK # | |
| AUM | $192.4 M (2026-05-18) |
| Employees | 6 (100% Investors, 17% Brokers) |
| Phone | 512-256-9272 |
| Address | 7500 Rialto Boulevard Austin, TX 78735 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 10.7 |
| (b) Individuals (high net worth individuals) | 22 | 167.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 14.0 |
| (n) Other | 0 | 0.0 |
| Total | 161 | 192.4 |
| By Discretionary | ||
| Discretionary | 161 | 192.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 161 | 192.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.4 | |
| Total | 161 | 192.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Baybridge Capital Group LLC
✚
|
CA | 0.2 |
|
Tailwinds Wealth LLC
✚
|
MN | 0.2 |
|
Cadia Private Client LLC
✚
|
NJ | 0.2 |
|
Southern Capital Services Inc
✚
|
AL | 0.2 |
|
Greenshields Capital LLC
✚
|
CA | 0.2 |
|
Park State Asset Management LLC
✚
|
MA | 0.2 |
|
Vines Capital Management LLC
✚
|
LA | 0.2 |
|
Southport Station Financial Management LLC
✚
|
CT | 0.2 |
|
RFP Financial Group LLC
✚
|
GA | 0.2 |
|
Pettee Investors Inc
✚
|
CT | 0.2 |