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Hamel Associates, Inc.
Hamel Associates, Inc. is a fee-only registered investment advisory firm headquartered in Chatham, New Jersey. Founded in 1990, the firm provides investment management, financial planning, and tax preparation services to high-net-worth individuals, small businesses, pension and profit sharing plans, and charitable organizations. Hamel Associates takes a comprehensive approach to financial planning, coordinating objective and personalized advice for clients. The firm is led by founder Pat Hamel and, as of 2025, manages $514.6 million in assets for 118 clients with a lean team of advisors.
Investment Strategy
Hamel Associates employs a comprehensive and individualized approach to investment management, focusing on the unique needs, goals, and risk tolerances of predominantly high-net-worth individuals. Services include portfolio management, financial planning, tax strategy, and the selection of other advisors when needed. The firm's fee-only structure seeks to ensure objectivity and avoid conflicts of interest with clients, who benefit from both long-term strategic planning and ongoing tactical adjustments. Investment allocations are tailored to mitigate risk and optimize growth and capital preservation over time.
Latest 13F Filing Activity
Hamel Associates, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 81 equity positions with a total 13F market value of $295M. The fund increased holdings in Schwab Strategic TR, Microsoft Corp., Walmart Inc. among other positions. Hamel Associates, Inc. reduced exposure to Nike Inc., The Campbells Company, Apple Inc. among others.
Top Holdings
Equity Positions (81)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
W WMT | WALMART INC | 5.40% | $15.9M | 162,944 | $24.55 | $97.78 | +$1.4M |
A AAPL | APPLE INC | 5.16% | $15.2M | 74,314 | $24.34 | $205.17 | -$1.5M |
S SCHY | SCHWAB STRATEGIC TR | 5.00% | $14.8M | 539,955 | $26.63 | $27.35 | +$10.9M |
M MSFT | MICROSOFT CORP | 4.01% | $11.8M | 23,788 | $87.03 | $497.41 | +$2.8M |
X XOM | EXXON MOBIL CORP | 3.84% | $11.3M | 105,049 | $99.36 | $107.80 | -$972.8K |
Industry Allocation
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