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Hamilton Joseph Advisors, LLC (Greenville)


Hamilton Joseph Advisors, LLC is a large advisory firm based in Greenville. It manages $96.77 million of regulatory assets for 302 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of North Carolina, South Carolina, and Texas.

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Hamilton Joseph Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hamilton Joseph Advisors: assets under management

The assets under management (AUM) of Hamilton Joseph Advisors, LLC is $96.77 million. The firm's AUM has gone down by -62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $69.69 million in discretionary accounts and $27.08 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $393.71 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $216.63 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hamilton Joseph Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
Allen Ray Gillespie Shareholder 1 Apr 2006 25% - 50% 2513792
Charles Louis Norton Shareholder 1 Apr 2006 25% - 50% 2780934
Kenneth Joseph Vilcheck Shareholder 1 Apr 2006 25% - 50% 1257025
Philip Hamilton Brice Shareholder 1 Apr 2006 25% - 50% 1019504
Llc Elliott Davis Indirect owner 1 Oct 2008 25% - 50% 57-0381582
Inc. Centillion Partners Indirect owner 1 Oct 2008 25% - 50% 20-4652883
Llc Jsell Indirect owner 1 Oct 2008 Other 26-3278307

Based in Greenville

The principal office where Hamilton Joseph Advisors, LLC performs its advisory services is located at 124 Verdae Blvd, Greenville, SC 29607, which is also the mailing address of the firm. An additional office of the firm is in Bluffton, SC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 864-288-2849 or by fax 864-288-5218. The normal business hours are 9:30am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.hamiltonjoseph.com.


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