Stephen Daniel Hamilton
Investment adviser representative at Washington Capital Management Inc
10 yearsExperience
5 statesRegistered in
$7.4BFirm assets
48 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Washington Capital Management IncMar 2024 to now
- Sun Life Institutional Distributors (U.S.)Jan 2018 to now
- Alps Distributors, Inc.May 2017 to Jan 2018
- Emerald AdvisersMay 2017 to Jan 2018
- UnemployedJan 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 5 states (CA, MA, OR, PA, WA).
Washington Capital Management Inc
$7.4BAssets managed
75Clients
6Advisers
48 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3173162
- Firm CRD
- 105253