Overview
Assets Under Management: $301 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 58
Average Client Assets: $2 million
Frequently Asked Questions
HAMILTON CAPITAL PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #314344), HAMILTON CAPITAL PARTNERS, LLC is subject to fiduciary duty under federal law.
HAMILTON CAPITAL PARTNERS, LLC is headquartered in ATLANTA, GA.
HAMILTON CAPITAL PARTNERS, LLC serves 58 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, HAMILTON CAPITAL PARTNERS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
HAMILTON CAPITAL PARTNERS, LLC manages $301 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, HAMILTON CAPITAL PARTNERS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.87
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 345
Discretionary Accounts: 340
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 314344
Last Filing Date: 2025-02-26 00:00:00
Website: https://hamiltoncapllc.com