HAMILTON CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2021

Total AUM

$444M

Discretionary

$444M

100% of AUM

Avg account

$2M

Accounts

218

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 314344
Registered since: May 21, 2021
Website: hamiltoncapitalpartnersllc.com
Custodians: LPL FINANCIAL LLC, JOHN HANCOCK DISTRIBUTORS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI60.83%
Pension & Profit Sharing Plans30.4%
Individuals5.38%
Corporations / Businesses3.32%
Charitable Organizations0.07%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Hamilton Capital Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm serves individual and family clients as well as institutional investors and provides fee arrangements that include a percentage of assets under management, hourly fees, and fixed fees. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting; the firm also operates as an insurance broker. Hamilton Capital does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm does not position itself as a capital allocator, instead employing third-party managers for certain alternative exposures.