← Back to searchVisit website
HAMPEL INVESTMENT ADVISORS
HAMPEL INVESTMENT ADVISORS, LLC
CRD 300246 · SEC 801-135175
NC, United States
Phone
704-517-5312
Fax
877-421-7164
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$110.1M
Discretionary AUM
$110.1M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $4.1M |
| High net worth individuals | 28 | $90.4M |
| Pension/profit sharing plans | 3 | $11.3M |
| Charitable organizations | 5 | $4.0M |
| Corporations/business entities | 1 | $367K |
States served
NC, TX
All web addresses on file
Official SEC filing: View on IAPD