Investment adviser · CRD 331682
HAMPTON ROCK WEALTH MANAGEMENT
Investment adviser filing (IA)
HAMPTON ROCK WEALTH MANAGEMENT I, LLC
AUSTIN, TX, United States · Form ADV filed Sep 22, 2026
- Regulatory AUM
- $192M Form ADV · Item 5.F
- Client accounts
- 161 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 22 | $167,074,327 | 86.9% |
| Corporations & businesses | Fewer than 5 | $13,995,493 | 7.3% |
| Individuals | 29 | $10,736,664 | 5.6% |
| Charities | Fewer than 5 | $562,674 | 0.3% |
Filing source
Form ADV 2133985 · Sep 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
7500 RIALTO BOULEVARD, BUILDING 2 SUITE 150AUSTIN, TX, 78735, United States
CRD 331682
Filing source
Form ADV 2133985 · Sep 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.