Hamilton Capital Partners, LLC

SEC-regulated
Registered investment advisor
Hamilton Capital Partners, LLC is a registered investment adviser established in 2020, based in Atlanta, GA. The firm specializes in providing a wide range of investment advisory services to individuals and various client types. They offer Asset Management services with a minimum relationship balance requirement of $5,000,000. The firm also provides Financial Planning & Consulting services, Retirement Plan Consulting, and Family Office Concierge Services. Hamilton Capital Partners, LLC acts as a fiduciary, always prioritizing clients' best interests. They offer individualized investment advice and allow clients to place reasonable restrictions on their investments. The firm uses various methods of analysis, including charting, cyclical analysis, fundamental analysis, quantitative analysis, and sector analysis. Investment strategies include asset allocation, fixed income investments, and long-term purchases. Clients can direct brokerage outside the firm's recommendation, but this may result in higher costs. Hamilton Capital Partners, LLC does not charge performance-based fees and does not have side-by-side management. The firm reviews client accounts annually and does not accept proxy authority to vote client securities. They do not accept prepayment exceeding $1,200 in fees per client. The firm has no financial commitments that impair its ability to meet client obligations and has not been subject to a bankruptcy proceeding. For more information, clients can visit the SEC's website and search CRD # 314344.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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