HAMILTON CAPITAL ADVISORS LLC

Overview

Hamilton Capital Advisors LLC is a small, owner-operated limited liability company that combines advisory services with insurance brokerage. The firm focuses on financial planning and portfolio management for individuals and small businesses, and it also serves as a capital allocator by selecting third‑party advisers and managers on clients’ behalf. Its stated fee arrangements include percentage-of-AUM, hourly charges, fixed fees and other fee structures, giving flexibility for different client engagements. Investment tendencies emphasize third‑party alternative allocations alongside traditional vehicles. The firm does not identify as an active ESG investor. Given its insurance-broker activity and the inclusion of annuities among its product mix, Hamilton Capital blends risk-transfer products with externally managed investment solutions to meet client objectives.

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Location & Offices