SourcingSourcing

KEITH HAMILTON, INC.

B61
CRD 155865·SEC 801-113413·LA JOLLA, CA
AUM
$188.9M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$567K
@ 30% margin
Est. Deal Value
$4.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KEITH HAMILTON, INC.
CRD
155865
SEC file #
801-113413
EIN
—
DBA names
Hamilton Manor & Associates

Economics

AUM
$188.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$91.5M → $188.9M▲ +106%
Client mix
Individuals Other110
Individuals High Net Worth56
Pension Profit Sharing Plans4
Charitable Organizations1

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
LA JOLLA CA
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
khamiltonandassociates.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HAMILTON, KEITH, EDWARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
HAMILTON, KEITH, EDWARD
MANOR, NATHAN, ALLEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
KHAMILTONANDASSOCIATES.COM
Rdap Domain Creation Date
2010-03-09T21:54:12Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
PDR Ltd. d/b/a PublicDomainRegistry.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Lpl Financial4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-09T20:54:12Z
Rdap Domain Last Changed
2026-02-15T16:00:06Z
Rdap Nameservers
Ns1.mrbhost.comNs2.mrbhost.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1542590
Trust Company Affiliate
No

People (2)

2
HAMILTON, KEITH, EDWARD
IAR · Direct Owner · 87.5%
1542590
MANOR, NATHAN, ALLEN
IAR · Executive Officer · 2.5%
5985160