Hamilton Manor & Associates is an SEC registered investment adviser organized as a corporation with a primary office location in La Jolla, CA. Its latest Form ADV filing, dated March 23, 2026, reports $189M in regulatory assets under management, 5 employees, and 395 accounts.
Assets Under Management
$189M
Employees
5
Offices
--
Total Clients
171
Primary office
LA JOLLA, CA
7979 IVANHOE AVE., STE 420, LA JOLLA, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.3% of total clients.
Top client categories% of clientsClients
1
Individuals
64.3%
110
2
HNWI
32.7%
56
3
Pension Plans
2.3%
4
4
Charitable
0.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$189Mas of March 23, 2026
Discretionary33.5%
$63M
34% of total RAUM33.5%
Non-discretionary66.5%
$126M
66% of total RAUM66.5%
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.
Total AUM$189M
Total Accounts395
10Y AUM Change+$87M (+85.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee34:1
10Y Employee Change+1 (+25.0%)
* 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.