Max William Martz
Investment adviser representative at Hamilton Capital
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.9BFirm assets
Are you Max William Martz? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Hamilton Capital, LLCJan 2024 to now
- University of PennsylvaniaAug 2023 to Dec 2023
- Kb PartnersJun 2023 to Aug 2023
- University of PennsylvaniaAug 2022 to May 2023
- Worthington IndustriesMay 2022 to Sep 2022
- University of PennsylvaniaMay 2021 to May 2022
- Philadelphia Youth BasketballFeb 2021 to May 2021
- University of PennsylvaniaAug 2019 to Dec 2020
- Upper Arlington High SchoolAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
Hamilton Capital
Legal name: Hamilton Capital, LLC
$4.9BAssets managed
2,963Clients
60Advisers
29 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
- 7958601
- Firm CRD
- 109116