HAMILTON MANOR & ASSOCIATES

Overview

Hamilton Manor & Associates is an independent registered investment adviser that provides financial planning and portfolio management primarily to individuals, families and small businesses, with some institutional clients. The firm operates under an individual ownership structure and has been SEC-registered since 2018. Its advisory model combines percentage-of-AUM billing with hourly and fixed-fee engagements, and the firm also acts as an other financial product salesperson. Investment activity is concentrated in public funds and mutual funds, which account for the bulk of assets under management. Hamilton Manor & Associates does not identify as an active ESG investor and is not structured as a capital allocator; instead it relies on third-party managers and packaged products for most exposures. The advisory practice supports both discretionary mandates and a larger portion of client-directed (non-discretionary) accounts, reflecting a mix of hands-on portfolio management and consultative guidance.

Assets & Accounts

Investments & Alternatives

Location & Offices