Hamrick Investment Counsel, LLC

RIASEC RegisteredEst. 2014
Total AUM
$299M
Discretionary
$299M
100% of AUM
Avg account
$959K
Accounts
312
Employees
2
Advisory reps
3

Firm details

Headquarters
Seattle, Washington
CRD number
116314
Registered since
March 19, 2014
Website
hamrickinvestment.com
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI85.75%
  • Individuals7.38%
  • Charitable Organizations6.86%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hamrick Investment Counsel, LLC is an independent registered investment adviser organized as an LLC and active since its 2014 SEC registration. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management for individuals, small businesses, and larger business or institutional investors. Its fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee engagements. Hamrick does not describe itself as a capital allocator, is not an active ESG investor, and is not positioned as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 50%, Exchange Traded Equities 45%, Cash & Cash Equivalents 5%50%
  • Public Funds/Mutual Funds50%
  • Exchange Traded Equities45%
  • Cash & Cash Equivalents5%

Contacts

3 of 3
  • Todd Wathey

    Todd Wathey

    Portfolio ManagerCRD 4717347

  • Douglas Haack

    Douglas Haack

    Investment AdvisorCRD 2068732

  • Roy Hamrick

    Roy Hamrick

    FounderCRD 1729273

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 73

Active vs passive

$108M in ETFs

Passive

90%

$96.4M

Active

1%

$11.2M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB 1-5 YEAR CORPORATE BOND ETF (SCHJ)SchwabPassiveShort Term Bond$18.4M746,16017.10%
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Location

Primary office

Seattle, WA

King

Location

Seattle, WA

Headquartered in Seattle, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
King
Address
2033 6th Ave
Time zone
PT (UTC-8)
Office locations

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