Overview

Headquarters
Austin, TX
Total Firm Assets
$192 million
Average High-Net-Worth Client Portfolio Size
$7.6 million
Stated Minimum Account Size
$5,000,000

Fee Disclosure

Source: HAMPTON ROCK PART 2A (2026-09-22) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.50%
$500,001 $1,000,000 1.25%
$1,000,001 $10,000,000 1.00%
$10,000,001 $30,000,000 0.90%
$30,000,001 $50,000,000 0.75%
$50,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million Below minimum client size
$5 million $53,750 1.08%
$10 million $103,750 1.04%
$50 million $433,750 0.87%
$100 million $683,750 0.68%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
86.85%
Number of High-Net-Worth Clients
22
Total Client Accounts
161
Discretionary Accounts
161

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number
331682

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions