Hamilton Capital Partners, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 314344
- Registered since
- May 21, 2021
- 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
FINTRXOverview
Hamilton Capital Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2021. The firm serves both individual and family clients as well as institutional relationships, and it combines advisory work with insurance brokerage. Fee arrangements vary by client and include asset-based fees, hourly charges and fixed-fee engagements. Advisory services listed by the firm include financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting-type services. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities48%
- Public Funds/Mutual Funds34%
- US Government Bonds17%
Owners & executives
2 of 2
Michael Fortune
Managing Partner and Chief Compliance OfficerCRD 6345893
Alonso Munoz
Partner, CIOCRD 6838112
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$140M in ETFs
96%
$135M
4%
$5.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 10-20 YEAR TREASURY BOND ETF (TLH) | BlackRock | Passive | Long Government | $86M | 857,106 | 61.30% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 3400 Peachtree Rd Ne
- Time zone
- ET (UTC-5)
- Office locations
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