CENTER VALLEY, PACRD 107128Latest ADV March 25, 2026
Hamel Associates,Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Center Valley, PA. Its latest Form ADV filing, dated March 25, 2026, reports $548M in regulatory assets under management, 7 employees, 3 offices, and 238 accounts.
Assets Under Management
$548M
Employees
7
Offices
3 offices
Total Clients
127
Primary office
CENTER VALLEY, PA
3477 CORPORATE PARKWAY, SUITE 100, CENTER VALLEY, PA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.5% of total clients.
Top client categories% of clientsClients
1
HNWI
53.5%
68
2
Individuals
43.3%
55
3
Charitable
3.1%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$548Mas of March 25, 2026
Discretionary87.9%
$482M
88% of total RAUM87.9%
Non-discretionary12.1%
$66M
12% of total RAUM12.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$548M
Total Accounts238
10Y AUM Change+$189M (+52.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee18:1
10Y Employee Change-3 (-30.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.