SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Hamilton Capital Partners, LLC
Atlanta, GA
CRD 314344
Firm filing updated April 13, 2026 ·
- $444MAssets
- 3Advisory staff
- 218Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals99
- High net worth individuals64
- Pension and profit sharing plans31
- Corporations or other businesses23
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 99 | $23.9 million |
| High net worth individuals | 64 | $270.1 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 31 | $135.0 million |
| Charitable organizations | Fewer than 5 clients | $319,785 |
| Corporations or other businesses not listed above | 23 | $14.7 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
See all 4 services
- Other: "GENERAL CONSULTING"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other: "GENERAL CONSULTING"
Assets and accounts
- Regulatory assets$444.0 million
- Accounts218
- DiscretionaryAll accounts
People
- Employees5
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents2
- Planning clients0
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 314344, SEC file 801-121245.
- Registered with the SEC as an investment advisor (status date on record: May 21, 2021).
Is Hamilton Capital Partners, LLC a fiduciary?
Short answer: Hamilton Capital Partners, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
2 staff are licensed insurance agents and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.